ALTERNA WEALTH MANAGEMENT, INC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1767699
HOUSTON, TX
Position in AGGY
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$346,426
-$25,620 QoQ
Shares Held
7,973
-5.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $346,426 | 7,973 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $372,046 | 8,446 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $373,904 | 8,446 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $398,211 | 9,127 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $409,979 | 9,440 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $869,559 | 20,260 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $376,592 | 8,423 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $361,852 | 8,423 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $225,723 | 5,201 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||