MERCER GLOBAL ADVISORS INC /ADV
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 853758
DENVER, CO
Position in AGGY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$58,035,016
+$3,354,278 QoQ
Shares Held
1,334,752
+6.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2
of 53 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AGGY Over Time
Shares Held
Position Value (USD)
All Filings in AGGY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,035,016 | 1,334,752 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $54,680,738 | 1,258,475 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $57,798,709 | 1,312,116 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $51,379,717 | 1,160,599 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $37,961,852 | 870,086 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $36,473,947 | 839,833 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $46,803,487 | 1,090,482 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $44,319,860 | 991,274 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $37,272,224 | 867,603 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $32,795,600 | 755,659 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $24,776,436 | 562,845 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $17,334,825 | 417,606 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $10,229,092 | 237,389 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,362,921 | 191,415 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $6,473,587 | 151,784 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $7,608,297 | 180,206 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $10,821,831 | 242,045 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $13,116,115 | 274,109 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $15,295,574 | 295,967 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $15,621,533 | 300,877 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,207,581 | 80,605 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,225,036 | 62,989 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $2,895,179 | 53,924 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,691,885 | 31,436 | Shares | Sole | 2020-12-10 | |
| No filing history on record for this holder in this stock. | ||||||