Simplicity Wealth,LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1913243
SUMMIT, NJ
Position in AGGY
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$321,182
-$5,889 QoQ
Shares Held
7,392
-0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 quarters on record
Common Shares in AGGY Over Time
Shares Held
Position Value (USD)
All Filings in AGGY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $321,182 | 7,392 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $327,071 | 7,425 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $329,545 | 7,444 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $673,210 | 15,430 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $201,080 | 4,630 | Shares | Sole | 2025-04-15 | |
| 2024-09-30 | $235,398 | 5,265 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $226,828 | 5,280 | Shares | Sole | 2024-07-10 | |
| No filing history on record for this holder in this stock. | ||||||