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JT Stratford LLC

Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund

CIK 1689013 GAINESVILLE, GA

Position in AGGY

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$1,857,900
+$206,540 QoQ
Shares Held
42,730
+12.4% QoQ
Ownership
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#23
of 53 holders
Holding Since
Jun 2023
13 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
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,857,900 42,730
2026-03-31 $1,651,360 38,006
2025-12-31 $1,461,579 33,180
2025-09-30 $1,444,751 32,635
2025-06-30 $1,566,840 35,912
2025-03-31 $1,697,852 39,094
2024-12-31 $2,134,712 49,737
2024-09-30 $1,956,509 43,760
2024-06-30 $919,215 21,397
2024-03-31 $866,741 19,971
2023-12-31 $600,388 13,639
2023-09-30 $556,067 13,396
2023-06-30 $253,757 5,889