WIN ADVISORS, INC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1897144
PALM BEACH GARDENS, FL
Position in AGGY
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,012,602
+$124,980 QoQ
Shares Held
23,305
+14.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
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 | $1,012,602 | 23,305 | Shares | Sole | 2026-05-01 | |
| 2025-03-31 | $887,622 | 20,438 | Shares | Sole | 2025-04-23 | |
| 2023-06-30 | $281,334 | 6,529 | Shares | Sole | 2023-07-14 | |
| No filing history on record for this holder in this stock. | ||||||