Wealthcare Advisory Partners LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1683059
WEST CHESTER, PA
Position in AGGY
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$544,211
-$2,713 QoQ
Shares Held
12,525
+0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $544,211 | 12,525 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $546,924 | 12,416 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $497,063 | 11,228 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $314,397 | 7,206 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $247,507 | 5,699 | Shares | Sole | 2025-04-15 | |
| 2021-03-31 | $182,272 | 3,560 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $201,498 | 3,753 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||