Advisornet Financial’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $8.77K | Hold |
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|
2025
Q1 | $8.73K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.41M | Buy |
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|
2020
Q2 | $1.11M | Sell |
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|
2020
Q1 | $1.07M | Buy |
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|
2019
Q4 | $965K | Buy |
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|
2019
Q3 | $930K | Buy |
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|
2019
Q2 | $425K | Sell |
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|
2019
Q1 | $561K | Buy |
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|
2018
Q4 | $10K | Hold |
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|
2018
Q3 | $10K | Sell |
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|
2018
Q2 | $21K | Buy |
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