Summit Financial, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1765536
PARSIPPANY, NJ
Position in AGGY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$666,504
-$38,863 QoQ
Shares Held
15,329
-5.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#32
of 53 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $666,504 | 15,329 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $705,367 | 16,234 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $824,483 | 18,717 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $969,955 | 21,910 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||