Arkadios Wealth Advisors
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1800798
ATLANTA, GA
Position in AGGY
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$462,394
-$263 QoQ
Shares Held
10,642
+1.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $462,394 | 10,642 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $462,657 | 10,503 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $457,264 | 10,329 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $329,755 | 7,558 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||