Alterna Wealth Management’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 | $398K | Sell |
9,127
-313
| -3% | -$13.7K | 0.32% | 67 |
|
|
2025
Q1 | $410K | Sell |
9,440
-10,820
| -53% | -$470K | 0.31% | 61 |
|
|
2024
Q4 | $870K | Buy |
20,260
+11,837
| +141% | +$508K | 0.73% | 37 |
|
|
2024
Q3 | $377K | Hold |
8,423
| – | – | 0.34% | 61 |
|
|
2024
Q2 | $362K | Buy |
8,423
+3,222
| +62% | +$138K | 0.32% | 73 |
|
|
2024
Q1 | $226K | Buy |
+5,201
| New | +$226K | 0.18% | 87 |
|