Tidemark, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 2009591
SAN DIEGO, CA
Position in AGGY
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$21,725
-$300 QoQ
Shares Held
500
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,725 | 500 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $22,025 | 500 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $22,135 | 500 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $21,815 | 500 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $21,715 | 500 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $21,460 | 500 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $22,355 | 500 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $21,480 | 500 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $21,700 | 500 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $27,248 | 619 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||