United Advisor Group, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 2004873
CINCINNATI, OH
Position in AGGY
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$291,766
-$2,179 QoQ
Shares Held
6,715
+0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
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 | $291,766 | 6,715 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $293,945 | 6,673 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $294,572 | 6,654 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $290,444 | 6,657 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $343,010 | 7,898 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $408,040 | 9,507 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $484,254 | 10,831 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $463,796 | 10,796 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $543,194 | 12,516 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||