OMNI 360 Wealth, Inc.
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 2010436
Plainsboro, NJ
Position in AGGY
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$233,065
-$4,364 QoQ
Shares Held
5,364
-0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $233,065 | 5,364 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $237,429 | 5,390 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $221,615 | 5,006 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $214,615 | 4,919 | Shares | Sole | 2025-10-27 | |
| 2025-03-31 | $207,855 | 4,786 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||