Capital Investment Advisory Services, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1659203
RALEIGH, NC
Position in AGGY
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$7,386
-$1,468 QoQ
Shares Held
170
-15.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGGY Over Time
Shares Held
Position Value (USD)
All Filings in AGGY
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,386 | 170 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $8,854 | 201 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $8,898 | 201 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $8,769 | 201 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $8,729 | 201 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $8,626 | 201 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $8,986 | 201 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $8,634 | 201 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,723 | 201 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $8,848 | 201 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $8,343 | 201 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $8,661 | 201 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $8,781 | 201 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $8,572 | 201 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $8,781 | 208 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $14,038 | 314 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $15,024 | 314 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $16,227 | 314 | Shares | Sole | 2022-02-01 | |
| No filing history on record for this holder in this stock. | ||||||