Bison Wealth, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1845251
ATLANTA, GA
Position in AGGY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,217,382
-$69,230 QoQ
Shares Held
28,018
-4.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in AGGY Over Time
Shares Held
Position Value (USD)
All Filings in AGGY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,217,382 | 28,018 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,286,612 | 29,208 | Shares | Sole | 2026-03-24 | |
| 2025-06-30 | $2,324,126 | 53,269 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,723,495 | 62,710 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,173,333 | 73,936 | Shares | Sole | 2025-02-25 | |
| No filing history on record for this holder in this stock. | ||||||