Farther Finance Advisors, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1992825
SAN FRANCISCO, CA
Position in AGGY
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$430,589
+$23,567 QoQ
Shares Held
9,910
+7.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $430,589 | 9,910 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $407,022 | 9,240 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $375,099 | 8,473 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $387,696 | 8,886 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $415,017 | 9,556 | Shares | Sole | 2025-04-14 | |
| 2024-03-31 | $434 | 10 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,200 | 209 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||