Lloyd Advisory Services, LLC.
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1802474
SUWANEE, GA
Position in AGGY
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$194,786
+$192,804 QoQ
Shares Held
4,483
+9862.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $194,786 | 4,483 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,982 | 45 | Shares | Sole | 2026-02-06 | |
| 2022-03-31 | $93,642 | 1,957 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $108,579 | 2,101 | Shares | Other | 2022-01-26 | |
| 2021-09-30 | $96,207 | 1,853 | Shares | Other | 2021-10-21 | |
| 2021-06-30 | $45,622 | 874 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $39,731 | 776 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $59,864 | 1,115 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $47,899 | 890 | Shares | Other | 2020-10-28 | |
| 2020-03-31 | $38,995 | 755 | Shares | Other | 2020-06-03 | |
| No filing history on record for this holder in this stock. | ||||||