Larson Financial Group LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1731061
ST LOUIS, MO
Position in AGGY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$416,451
-$12,357 QoQ
Shares Held
9,578
-2.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#38
of 53 holders
Holding Since
Sep 2020
24 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
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $416,451 | 9,578 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $428,808 | 9,869 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $440,015 | 9,989 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $444,736 | 10,046 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $444,589 | 10,190 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $442,073 | 10,179 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $439,801 | 10,247 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $481,973 | 10,780 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $471,271 | 10,970 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $651 | 15 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $660 | 15 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $622 | 15 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $646 | 15 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $655 | 15 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $639 | 15 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $633 | 15 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $670 | 15 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $717 | 15 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,085 | 21 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,090 | 21 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,096 | 21 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,075 | 21 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,127 | 21 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $1,130 | 21 | Shares | Sole | 2020-10-08 | |
| No filing history on record for this holder in this stock. | ||||||