Team Financial Group, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1845163
TEMECULA, CA
Position in AGGY
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$306,974
-$1,111 QoQ
Shares Held
7,065
+1.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.80%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $306,974 | 7,065 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $308,085 | 6,994 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $306,259 | 6,918 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $298,734 | 6,847 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $304,183 | 7,004 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $281,941 | 6,569 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $298,796 | 6,683 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $287,316 | 6,688 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $287,481 | 6,624 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $346,393 | 7,869 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $333,740 | 8,040 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||