CoreCap Advisors, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1902501
SOUTHFIELD, MI
Position in AGGY
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$308,234
-$19,586 QoQ
Shares Held
7,094
-4.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 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
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $308,234 | 7,094 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $327,820 | 7,442 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $329,457 | 7,442 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $334,074 | 7,657 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $332,065 | 7,646 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $331,084 | 7,714 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $238,214 | 5,328 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $319,837 | 7,445 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $343,380 | 7,912 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $254,171 | 5,774 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $242,003 | 5,830 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $252,464 | 5,859 | Shares | Sole | 2024-01-16 | |
| 2022-12-31 | $252,999 | 5,932 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $364,907 | 8,643 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $459,439 | 10,276 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $641,955 | 13,416 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $722,176 | 13,974 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||