Key Financial Inc
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1801720
WEST CHESTER, PA
Position in AGGY
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$24,896
+$9,435 QoQ
Shares Held
573
+63.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,896 | 573 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $15,461 | 351 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $15,538 | 351 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $15,314 | 351 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $5,949 | 137 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $5,880 | 137 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $6,125 | 137 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $5,885 | 137 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $5,945 | 137 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,030 | 137 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $5,686 | 137 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $5,903 | 137 | Shares | Sole | 2023-07-28 | |
| No filing history on record for this holder in this stock. | ||||||