Prestige Wealth Management Group LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1772715
FLEMINGTON, NJ
Position in AGGY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$29,348,391
-$462,393 QoQ
Shares Held
674,986
-1.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
11.48%
of 13F equity value
Holder Rank
#3
of 53 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,348,391 | 674,986 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $29,810,784 | 686,094 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $27,956,817 | 634,661 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $28,092,590 | 634,574 | Shares | Sole | 2026-02-20 | |
| 2025-06-30 | $27,400,425 | 628,018 | Shares | Sole | 2026-02-20 | |
| 2025-03-31 | $28,382,199 | 653,516 | Shares | Sole | 2026-02-20 | |
| 2024-12-31 | $25,943,294 | 604,457 | Shares | Sole | 2026-02-20 | |
| 2024-09-30 | $26,166,035 | 585,239 | Shares | Sole | 2026-02-20 | |
| 2024-06-30 | $25,023,383 | 582,481 | Shares | Sole | 2026-02-20 | |
| 2024-03-31 | $26,040,998 | 600,023 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $23,691,123 | 538,190 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $23,588,846 | 568,269 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $22,419,985 | 520,306 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $22,744,839 | 520,596 | Shares | Sole | 2024-04-26 | |
| 2022-12-31 | $21,030,501 | 493,095 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $21,056,549 | 498,734 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $22,060,003 | 493,402 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $23,807,384 | 497,542 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $35,643,024 | 689,687 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $34,294,561 | 660,527 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $34,298,897 | 657,067 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $33,582,848 | 655,915 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $34,402,619 | 640,764 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $37,589,341 | 698,427 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $36,833,654 | 684,386 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $35,203,503 | 681,578 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||