HF Advisory Group, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1963169
Annapolis, MD
Position in AGGY
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$242,277
+$6,698 QoQ
Shares Held
5,576
+4.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $242,277 | 5,576 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $235,579 | 5,348 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $233,966 | 5,285 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $227,312 | 5,210 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $230,352 | 5,304 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $222,840 | 5,192 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $219,481 | 4,909 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $217,162 | 5,055 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $209,361 | 4,824 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||