Empirical Asset Management, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1926596
WELLESLEY, MA
Position in AGGY
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,090,812
+$292,582 QoQ
Shares Held
25,105
+38.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AGGY Over Time
Shares Held
Position Value (USD)
All Filings in AGGY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,090,812 | 25,105 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $798,230 | 18,121 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $861,449 | 19,459 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $767,495 | 17,591 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $604,024 | 13,908 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $290,225 | 6,762 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||