Redwood Investment Management, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1717479
SCOTTSDALE, AZ
Position in AGGY
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$205,008
-$125 QoQ
Shares Held
4,715
+1.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#76
of 101 holders
Holding Since
Sep 2023
3 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in AGGY Over Time
Shares Held
Position Value (USD)
All Filings in AGGY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,008 | 4,715 | Shares | Defined | 2026-08-17 | |
| 2023-12-31 | $205,133 | 4,660 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $253,958 | 6,118 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||