Sanctuary Advisors, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1777271
INDIANAPOLIS, IN
Position in AGGY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,398,269
+$929,703 QoQ
Shares Held
55,158
+63.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#22
of 53 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,398,269 | 55,158 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,468,566 | 33,799 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,208,159 | 27,427 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,083,035 | 47,053 | Shares | Sole | 2026-01-06 | |
| 2025-06-30 | $978,402 | 22,425 | Shares | Sole | 2026-01-06 | |
| 2025-03-31 | $1,069,594 | 24,628 | Shares | Sole | 2026-01-06 | |
| 2024-12-31 | $900,804 | 20,988 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $716,209 | 16,019 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $506,412 | 11,788 | Shares | Sole | 2024-09-05 | |
| No filing history on record for this holder in this stock. | ||||||