Spurstone Advisory Services, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 2056079
HIGGANUM, CT
Position in AGGY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$434
+$0 QoQ
Shares Held
10
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#99
of 101 holders
Holding Since
Mar 2025
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $434 | 10 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $434 | 10 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $440 | 10 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $442 | 10 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $436 | 10 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $434 | 10 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||