Goldstone Financial Group, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 2040021
OAKBROOK TERRACE, IL
Position in AGGY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$865,252
+$12,677 QoQ
Shares Held
19,900
+1.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#29
of 53 holders
Holding Since
Mar 2023
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $865,252 | 19,900 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $852,575 | 19,622 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $875,890 | 19,884 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $956,586 | 21,608 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $927,791 | 21,265 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $2,274,602 | 52,374 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,197,289 | 51,195 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,962,321 | 43,890 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,583,505 | 36,860 | Shares | Sole | 2025-01-15 | |
| 2024-03-31 | $1,248,791 | 28,774 | Shares | Sole | 2025-01-15 | |
| 2023-12-31 | $1,043,406 | 23,703 | Shares | Sole | 2025-01-15 | |
| 2023-09-30 | $714,968 | 17,224 | Shares | Sole | 2025-01-15 | |
| 2023-06-30 | $560,342 | 13,004 | Shares | Sole | 2025-01-15 | |
| 2023-03-31 | $456,036 | 10,438 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||