W.H. Cornerstone Investments Inc.
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1940823
KINGSTON, MA
Position in AGGY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,348,619
New position
Shares Held
31,017
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#37
of 101 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
All Filings in AGGY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,348,619 | 31,017 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||