ACK
Andrew C. Karlinski’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-25,170
| Closed | -$1.06M | – | 8 |
|
|
2022
Q3 | $1.06M | Sell |
25,170
-16,001
| -39% | -$676K | 1.61% | 20 |
|
|
2022
Q2 | $1.84M | Buy |
41,171
+16,714
| +68% | +$747K | 2.7% | 10 |
|
|
2022
Q1 | $1.17M | Buy |
24,457
+900
| +4% | +$43.1K | 2.12% | 11 |
|
|
2021
Q4 | $1.22M | Buy |
+23,557
| New | +$1.22M | 2.23% | 11 |
|