Western Wealth Management, LLC

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

CIK 1767902 GOLDEN, CO

Position in AGGY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$241,835

-$28,206 QoQ

Shares Held

5,562

-10.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#41

of 53 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$241,835	5,562	-10.5%	Shares	Sole	2026-08-14
2026-03-31	$270,041	6,215	+0.1%	Shares	Sole	2026-05-19
2025-12-31	$273,594	6,211	-49.6%	Shares	Sole	2026-02-05
2025-09-30	$545,362	12,319	+0.7%	Shares	Sole	2025-11-06
2025-06-30	$533,638	12,231	-1.6%	Shares	Sole	2025-08-11
2025-03-31	$539,921	12,432	-1.2%	Shares	Sole	2025-04-23
2024-12-31	$540,062	12,583	-7.9%	Shares	Sole	2025-04-16
2024-09-30	$611,006	13,666	+0.1%	Shares	Sole	2024-11-12
2024-06-30	$586,318	13,648	-0.1%	Shares	Sole	2024-07-19
2024-03-31	$592,713	13,657	-4.9%	Shares	Sole	2024-05-03
2023-12-31	$632,479	14,368	+1.2%	Shares	Sole	2024-01-31
2023-09-30	$589,400	14,199	-21.1%	Shares	Sole	2023-11-08
2023-06-30	$774,973	17,985	+6.3%	Shares	Sole	2023-08-30
2023-03-31	$739,016	16,915	+25.6%	Shares	Sole	2023-08-30
2022-12-31	$574,538	13,471	-29.3%	Shares	Sole	2023-02-03
2022-09-30	$805,008	19,067	+52.2%	Shares	Sole	2022-11-07
2022-06-30	$560,037	12,526	+65.0%	Shares	Sole	2022-07-18
2022-03-31	$363,181	7,590	+30.1%	Shares	Sole	2022-05-10
2021-12-31	$301,501	5,834	+30.6%	Shares	Sole	2022-02-14
2021-06-30	$233,125	4,466	-31.7%	Shares	Sole	2021-08-09
2021-03-31	$334,694	6,537	+67.5%	Shares	Sole	2021-05-14
2020-12-31	$209,498	3,902	—	Shares	Sole	2021-02-10
No filing history on record for this holder in this stock.