Pinnacle Financial Group, LLC / IL
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1905962
Western Springs, IL
Position in AGGY
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$610,472
-$25,565 QoQ
Shares Held
14,050
-2.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $610,472 | 14,050 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $636,037 | 14,439 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $639,214 | 14,439 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $611,299 | 14,011 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $608,497 | 14,011 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $601,352 | 14,011 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $627,236 | 14,029 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $602,685 | 14,029 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $608,858 | 14,029 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $650,395 | 14,775 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $613,310 | 14,775 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $599,812 | 13,920 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $608,164 | 13,920 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $565,965 | 13,270 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $629,078 | 14,900 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $332,418 | 7,435 | Shares | Sole | 2022-07-19 | |
| No filing history on record for this holder in this stock. | ||||||