Insight Advisors, LLC/ PA

Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund

CIK 1844880 Newtown, PA

Position in AGGY

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$1,021,422

-$8,001,647 QoQ

Shares Held

23,508

-88.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,021,422	23,508	-88.5%	Shares	Sole	2026-05-12
2025-12-31	$9,023,069	204,837	+2.9%	Shares	Sole	2026-02-11
2025-09-30	$8,809,154	198,987	+0.4%	Shares	Sole	2025-11-10
2025-06-30	$8,643,888	198,118	-4.6%	Shares	Sole	2025-07-30
2025-03-31	$9,016,415	207,608	+8.0%	Shares	Sole	2025-04-11
2024-12-31	$8,250,125	192,221	+20.9%	Shares	Sole	2025-01-27
2024-09-30	$7,107,191	158,962	+18.5%	Shares	Sole	2024-10-15
2024-06-30	$5,760,978	134,101	+58.3%	Shares	Sole	2024-07-15
2024-03-31	$3,675,719	84,694	+270.0%	Shares	Sole	2024-05-06
2023-12-31	$1,007,529	22,888	+0.4%	Shares	Sole	2024-01-23
2023-09-30	$946,428	22,800	+0.2%	Shares	Sole	2023-11-07
2023-06-30	$980,943	22,765	-0.4%	Shares	Sole	2023-08-07
2023-03-31	$998,666	22,858	+12.1%	Shares	Sole	2023-05-03
2022-12-31	$869,761	20,393	+1.0%	Shares	Sole	2023-02-21
2022-09-30	$852,210	20,185	-7.0%	Shares	Sole	2022-12-12
2022-06-30	$970,564	21,708	-33.7%	Shares	Sole	2022-08-11
2022-03-31	$1,566,561	32,739	-25.1%	Shares	Sole	2022-06-02
2021-12-31	$2,260,379	43,738	-2.1%	Shares	Sole	2022-02-09
2021-09-30	$2,319,370	44,672	+7.1%	Shares	Sole	2021-11-12
2021-06-30	$2,177,157	41,708	+11.6%	Shares	Sole	2021-08-12
2021-03-31	$1,913,958	37,382	+10.8%	Shares	Sole	2021-05-17
2020-12-31	$1,811,983	33,749	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.