Meridian Financial Advisors, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 2032629
HOLLISTON, MA
Position in AGGY
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$255,746
-$1,153 QoQ
Shares Held
5,886
+0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $255,746 | 5,886 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $256,899 | 5,832 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $255,614 | 5,774 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $262,565 | 6,018 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $258,451 | 5,951 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $313,959 | 7,315 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $319,587 | 7,148 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $304,543 | 7,089 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $300,805 | 6,931 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $311,441 | 7,075 | Shares | Sole | 2024-08-13 | |
| 2023-09-30 | $287,913 | 6,936 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $296,243 | 6,875 | Shares | Sole | 2024-08-13 | |
| 2023-03-31 | $293,334 | 6,714 | Shares | Sole | 2024-08-13 | |
| 2022-12-31 | $266,989 | 6,260 | Shares | Sole | 2024-08-13 | |
| 2022-09-30 | $275,105 | 6,516 | Shares | Sole | 2024-08-13 | |
| 2022-06-30 | $265,398 | 5,936 | Shares | Sole | 2024-08-13 | |
| 2022-03-31 | $278,439 | 5,819 | Shares | Sole | 2024-08-13 | |
| 2021-12-31 | $357,005 | 6,908 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||