PSI Advisors, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1779040
TAMPA, FL
Position in AGGY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$438,321
-$118,186 QoQ
Shares Held
10,081
-21.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#65
of 101 holders
Holding Since
Sep 2021
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $438,321 | 10,081 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $556,507 | 12,808 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $262,742 | 5,935 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $111,093 | 2,558 | Shares | Sole | 2025-04-21 | |
| 2022-06-30 | $1,833 | 41 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,961 | 41 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $71,163 | 1,377 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $283,431 | 5,459 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||