AGGY — Wisdomtree Yield Enhanced U.S. Aggregate Bond Fund 机构持仓 · 2026年Q3
谁持有 Wisdomtree Yield Enhanced U.S. Aggregate Bond Fund(AGGY)?2026年Q3(报告期截至 2026-09-30)共有 6 家机构在 SEC 13F 申报中报告持有,合计 132.05 万美元。前几大持有机构:Farther Finance Advisors, LLC(50.20 万美元)、Worth Asset Management, LLC(30.20 万美元)、CoreCap Advisors, LLC(26.21 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $502,010 | 12,191 | 减持 |
| 2 | Worth Asset Management, LLC | $301,973 | 7,333 | 减持 |
| 3 | CoreCap Advisors, LLC | $262,111 | 6,365 | 增持 |
| 4 | HF Advisory Group, LLC | $250,802 | 6,091 | 增持 |
| 5 | Planning Strategies Inc. | $3,624 | 88 | 持平 |
| 6 | Retireful, LLC | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-09-30