EVOLUTION WEALTH MANAGEMENT INC.
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 2010029
FORT MYERS, FL
Position in AGGY
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$162,676
-$7,268 QoQ
Shares Held
3,744
-3.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $162,676 | 3,744 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $169,944 | 3,858 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $224,935 | 5,081 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $230,410 | 5,281 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||