IMA Advisory Services, Inc.
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1455495
DENVER, CO
Position in AGGY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$60,872
New position
Shares Held
1,400
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#84
of 101 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
All Filings in AGGY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,872 | 1,400 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||