AMERICAN FINANCIAL & TAX STRATEGIES INC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 911927
NEW YORK, NY
Position in AGGY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,779,545
+$4,872 QoQ
Shares Held
63,927
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.90%
of 13F equity value
Holder Rank
#29
of 101 holders
Holding Since
Dec 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,779,545 | 63,927 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,774,673 | 63,859 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,827,305 | 64,184 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,786,885 | 62,952 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,786,473 | 63,866 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,930,873 | 67,485 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,984,184 | 69,529 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,108,641 | 69,529 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $3,043,372 | 70,842 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,082,007 | 71,014 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $3,141,223 | 71,359 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||