Diversify Advisory Services, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 2021232
SANDY, UT
Position in AGGY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$796,814
-$11,503 QoQ
Shares Held
18,326
-0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#50
of 101 holders
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $796,814 | 18,326 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $808,317 | 18,350 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $918,513 | 20,748 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $739,441 | 16,948 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $703,392 | 16,196 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $670,195 | 15,615 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $690,188 | 15,437 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||