Golden State Wealth Management, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1776033
SANTA ANA, CA
Position in AGGY
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,806,694
-$561,080 QoQ
Shares Held
41,581
-22.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AGGY Over Time
Shares Held
Position Value (USD)
All Filings in AGGY
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,806,694 | 41,581 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,367,774 | 53,752 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,377,873 | 53,713 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,290,094 | 52,489 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,352,038 | 54,157 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,362,574 | 55,046 | Shares | Sole | 2025-01-28 | |
| 2022-03-31 | $2,358,909 | 49,298 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $1,998,982 | 38,680 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $319,308 | 6,150 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $272,327 | 5,217 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $2,367,192 | 44,090 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $2,721,623 | 50,569 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,845,683 | 90,035 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $6,559 | 127 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||