Ashton Thomas Private Wealth, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 2019663
SCOTTSDALE, AZ
Position in AGGY
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$659,397
-$20,162 QoQ
Shares Held
15,176
-1.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $659,397 | 15,176 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $679,559 | 15,427 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $687,778 | 15,536 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $696,334 | 15,960 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $777,787 | 17,909 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,024,285 | 23,865 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||