Kingdom Financial Group LLC.
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1962236
PEORIA, AZ
Position in AGGY
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$194,786
-$114,797 QoQ
Shares Held
4,483
-36.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $194,786 | 4,483 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $309,583 | 7,028 | Shares | Sole | 2026-02-06 | |
| 2023-12-31 | $871,948 | 19,808 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $571,551 | 13,769 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $529,360 | 12,285 | Shares | Sole | 2023-07-31 | |
| No filing history on record for this holder in this stock. | ||||||