Concurrent Investment Advisors, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 2001015
Tampa, FL
Position in AGGY
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$2,072,608
+$306,072 QoQ
Shares Held
47,701
+18.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,072,608 | 47,701 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,766,536 | 40,103 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,936,856 | 43,751 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,203,664 | 50,508 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,759,957 | 40,524 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||