Aptus Capital Advisors, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1664193
FAIRHOPE, AL
Position in AGGY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$128,005
+$89 QoQ
Shares Held
2,944
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#43
of 53 holders
Holding Since
Mar 2022
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,005 | 2,944 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $127,916 | 2,944 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $129,683 | 2,944 | Shares | Sole | 2026-02-13 | |
| 2024-09-30 | $14,933 | 334 | Shares | Sole | 2024-11-05 | |
| 2023-06-30 | $3,361 | 78 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,407 | 78 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,326 | 78 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,293 | 78 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $3,487 | 78 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $3,732 | 78 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||