FORM Wealth Advisors, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 2053294
Lake Geneva, WI
Position in AGGY
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$296,111
-$830 QoQ
Shares Held
6,815
+1.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $296,111 | 6,815 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $296,941 | 6,741 | Shares | Sole | 2026-01-28 | |
| 2025-06-30 | $287,565 | 6,591 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $283,033 | 6,517 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||