Focus Partners Advisor Solutions, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1868872
SAINT LOUIS, MO
Position in AGGY
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$233,065
-$61,588 QoQ
Shares Held
5,364
-23.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $233,065 | 5,364 | Shares | Other | 2026-05-13 | |
| 2022-09-30 | $294,653 | 6,979 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $321,375 | 7,188 | Shares | Other | 2022-08-12 | |
| 2021-12-31 | $376,643 | 7,288 | Shares | Other | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||