WealthPoint Financial, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 2040860
CRAMERTON, NC
Position in AGGY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,948,291
+$287,978 QoQ
Shares Held
67,808
+10.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.44%
of 13F equity value
Holder Rank
#27
of 101 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,948,291 | 67,808 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,660,313 | 61,227 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,697,049 | 61,227 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||