WELLS FARGO & COMPANY/MN
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 72971
SAN FRANCISCO, CA
Position in AGGY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,173,511
+$131,618 QoQ
Shares Held
118,986
+2.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 53 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,173,511 | 118,986 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $5,041,893 | 116,039 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $5,524,926 | 125,424 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,731,577 | 106,880 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,439,963 | 78,844 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,641,648 | 83,851 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,717,951 | 63,326 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,798,979 | 62,603 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,254,153 | 52,471 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,542,956 | 35,552 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,271,208 | 28,878 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,104,332 | 26,604 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,391,030 | 32,282 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $1,585,247 | 36,284 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,958,317 | 45,916 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,665,072 | 39,438 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,273,100 | 50,841 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $4,106,056 | 85,811 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $14,040,163 | 271,675 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $14,519,634 | 279,654 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $14,356,043 | 275,020 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $12,557,055 | 245,255 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $19,608,553 | 365,218 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $26,922,270 | 500,228 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $23,724,985 | 440,821 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $19,713,306 | 381,671 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||