Ameritas Advisory Services, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1901275
LINCOLN, NE
Position in AGGY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,565
-$4,454 QoQ
Shares Held
197
-33.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#50
of 53 holders
Holding Since
Dec 2021
4 quarters on record
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,565 | 197 | Shares | Sole | 2026-08-14 | |
| 2023-03-31 | $13,019 | 298 | Shares | Sole | 2023-04-28 | |
| 2022-03-31 | $230,637 | 4,820 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $946,467 | 18,314 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||