SWMG, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1839255
FORT WORTH, TX
Position in AGGY
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$283,989
-$3,481 QoQ
Shares Held
6,536
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $283,989 | 6,536 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $287,470 | 6,526 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $266,062 | 6,010 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||