BANK OF MONTREAL /CAN/
BankPosition in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 927971
TORONTO, A6
Position in AGGY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$36,697
+$33,380 QoQ
Shares Held
844
+996.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#44
of 53 holders
Holding Since
Mar 2023
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AGGY Over Time
Shares Held
Position Value (USD)
All Filings in AGGY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,697 | 844 | Shares | Defined | 2026-08-12 | |
| 2023-06-30 | $3,317 | 77 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $1,707,536 | 39,083 | Shares | Defined | 2024-06-13 | |
| No filing history on record for this holder in this stock. | ||||||