OneDigital Investment Advisors LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1690370
OVERLAND PARK, KS
Position in AGGY
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$398,219
-$108,400 QoQ
Shares Held
9,165
-20.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $398,219 | 9,165 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $506,619 | 11,501 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $529,336 | 11,957 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $547,512 | 12,549 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $565,806 | 13,028 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,336,485 | 31,139 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,796,134 | 40,173 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,451,274 | 33,782 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $804,288 | 18,532 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $477,617 | 10,850 | Shares | Sole | 2024-02-13 | |
| 2021-09-30 | $204,772 | 3,944 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $268,777 | 5,149 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $411,596 | 8,039 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,679,775 | 49,912 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,835,775 | 52,690 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $3,020,970 | 56,131 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,969,823 | 57,499 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||