Prime Capital Investment Advisors, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1731446
OVERLAND PARK, KS
Position in AGGY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$33,880,137
+$4,511,587 QoQ
Shares Held
779,212
+15.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#5
of 101 holders
Holding Since
Jun 2023
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,880,137 | 779,212 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $29,368,550 | 675,916 | Shares | Sole | 2026-05-08 | |
| 2023-09-30 | $374,669 | 9,026 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $388,757 | 9,022 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||