VICTORY FINANCIAL GROUP, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 2011333
AUSTIN, TX
Position in AGGY
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$210,515
+$3,172 QoQ
Shares Held
4,845
+2.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $210,515 | 4,845 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $207,343 | 4,707 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $268,895 | 6,074 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||