Gateway Wealth Partners, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1966037
APPLETON, WI
Position in AGGY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$915,732
-$977,688 QoQ
Shares Held
21,061
-51.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#47
of 101 holders
Holding Since
Jun 2023
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $915,732 | 21,061 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,893,420 | 43,577 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $874,216 | 19,846 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $818,640 | 18,492 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $599,825 | 13,748 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $551,300 | 12,694 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $468,300 | 10,911 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $485,595 | 10,861 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $458,340 | 10,669 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $467,331 | 10,768 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $486,861 | 11,060 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $443,077 | 10,674 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $410,173 | 9,519 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||