Darwin Wealth Management, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1663224
TAMPA, FL
Position in AGGY
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$49,141
-$283 QoQ
Shares Held
1,131
+0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 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
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,141 | 1,131 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $49,424 | 1,122 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $49,626 | 1,121 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $17,670 | 405 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $48,381 | 1,114 | Shares | Sole | 2025-08-18 | |
| 2024-12-31 | $47,812 | 1,114 | Shares | Sole | 2025-09-02 | |
| 2024-09-30 | $103,771 | 2,321 | Shares | Sole | 2024-11-08 | |
| 2022-12-31 | $205,146 | 4,810 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $275,232 | 6,519 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $291,419 | 6,518 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $578,937 | 12,099 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $798,042 | 15,442 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,032,740 | 19,891 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,140,465 | 21,848 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,329,715 | 25,971 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,312,535 | 43,072 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,086,791 | 57,354 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $11,532,656 | 214,282 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $4,992,488 | 96,660 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||