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AGGYAGGY
Showing 6 of 18 quarters

Position history for MFMerit Financial Group, LLC's holdings in WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND

Merit Financial Group, LLC holds 9,622 shares of AGGY (WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND), worth $418,375 as of 2026-Q2. The position was decreased (-91.1% shares). AGGY represents 0.0% of Merit Financial Group, LLC's portfolio.

Current Value

$418,375

Current Shares

9,622

Total Value Change

+$418,375

Total Shares Change

+9,622

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
9,622
-91.1%
$418,3750.0%$43.31
0
2026-Q1
Decreased
108,032
-18.3%
$4.7M0.0%$42.80
0
2025-Q4
New
132,237
-
$5.8M0.0%$42.93
38
2025-Q1
Exited
0
-100.0%
$00.0%$40.92
0
2024-Q4
New
5,894
-
$252,9780.0%$39.98
32
2024-Q3
Exited
0
-100.0%
$00.0%$41.16
0

Other major holders of AGGY: BANK OF AMERICA CORP /DE/

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