Advisornet Financial’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.77K | Hold |
201
| – | – | ﹤0.01% | 1496 |
|
|
2025
Q1 | $8.73K | Buy |
+201
| New | +$8.73K | ﹤0.01% | 1437 |
|
|
2020
Q4 | – | Sell |
-26,237
| Closed | -$1.41M | – | 1637 |
|
|
2020
Q3 | $1.41M | Buy |
26,237
+5,525
| +27% | +$298K | 0.12% | 173 |
|
|
2020
Q2 | $1.12M | Sell |
20,712
-82
| -0.4% | -$4.41K | 0.09% | 198 |
|
|
2020
Q1 | $1.07M | Buy |
20,794
+2,318
| +13% | +$120K | 0.1% | 175 |
|
|
2019
Q4 | $965K | Buy |
18,476
+696
| +4% | +$36.4K | 0.08% | 222 |
|
|
2019
Q3 | $930K | Buy |
17,780
+9,483
| +114% | +$496K | 0.09% | 221 |
|
|
2019
Q2 | $425K | Sell |
8,297
-2,965
| -26% | -$152K | 0.05% | 320 |
|
|
2019
Q1 | $561K | Buy |
11,262
+11,060
| +5,475% | +$551K | 0.07% | 266 |
|
|
2018
Q4 | $10K | Hold |
202
| – | – | ﹤0.01% | 1075 |
|
|
2018
Q3 | $10K | Sell |
202
-239
| -54% | -$11.8K | ﹤0.01% | 1104 |
|
|
2018
Q2 | $21K | Buy |
+441
| New | +$21K | ﹤0.01% | 932 |
|