IHT Wealth Management, LLC

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

CIK 1697490 Chicago, IL

Position in AGGY

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$226,374

-$3,082 QoQ

Shares Held

5,210

+0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$226,374	5,210	+0.0%	Shares	Sole	2026-05-15
2025-12-31	$229,456	5,209	-15.8%	Shares	Sole	2026-02-17
2025-09-30	$273,765	6,184	+4.2%	Shares	Sole	2025-11-14
2025-06-30	$259,031	5,937	-6.5%	Shares	Sole	2025-08-14
2025-03-31	$275,737	6,349	+1.4%	Shares	Sole	2025-05-15
2024-12-31	$268,636	6,259	-24.7%	Shares	Sole	2025-02-14
2024-09-30	$371,629	8,312	+64.5%	Shares	Sole	2024-11-14
2024-06-30	$217,119	5,054	-26.0%	Shares	Sole	2024-08-14
2024-03-31	$296,552	6,833	+3.6%	Shares	Sole	2024-05-15
2023-12-31	$290,267	6,594	-12.7%	Shares	Sole	2024-02-14
2023-09-30	$313,358	7,549	-34.1%	Shares	Sole	2023-11-14
2023-06-30	$493,639	11,456	+45.9%	Shares	Sole	2023-08-15
2023-03-31	$343,141	7,854	-16.7%	Shares	Sole	2023-05-15
2022-12-31	$402,274	9,432	-6.0%	Shares	Sole	2023-02-15
2022-09-30	$423,804	10,038	+3.2%	Shares	Sole	2022-11-22
2022-06-30	$434,983	9,729	-32.8%	Shares	Sole	2022-08-15
2022-03-31	$693,250	14,488	+2.4%	Shares	Sole	2022-05-16
2021-12-31	$731,427	14,153	-8.8%	Shares	Sole	2022-02-14
2021-09-30	$805,694	15,518	-2.6%	Shares	Sole	2021-11-15
2021-06-30	$831,389	15,927	+1.0%	Shares	Sole	2021-08-16
2021-03-31	$807,475	15,771	-11.7%	Shares	Sole	2021-05-18
2020-12-31	$959,118	17,864	+42.0%	Shares	Sole	2021-02-17
2020-09-30	$676,840	12,576	+11.5%	Shares	Sole	2020-11-19
2020-06-30	$606,928	11,277	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.