Grey Ledge Advisors, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1660694
GUILFORD, CT
Position in AGGY
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$11,507,732
+$125,477 QoQ
Shares Held
264,850
+2.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.77%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,507,732 | 264,850 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $11,382,255 | 258,394 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $10,032,777 | 226,627 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $9,202,308 | 210,917 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $8,983,148 | 206,842 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $8,853,709 | 206,284 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $7,906,650 | 176,843 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $6,413,111 | 149,281 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $5,204,224 | 119,913 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $644,804 | 14,648 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||