Atria Wealth Solutions’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 | $546K | Buy |
12,503
+6,714
| +116% | +$293K | 0.01% | 876 |
|
|
2025
Q1 | $251K | Buy |
+5,789
| New | +$251K | ﹤0.01% | 1576 |
|
|
2024
Q4 | – | Sell |
-4,541
| Closed | -$203K | – | 1936 |
|
|
2024
Q3 | $203K | Buy |
+4,541
| New | +$203K | ﹤0.01% | 1768 |
|
|
2023
Q3 | – | Sell |
-4,850
| Closed | -$209K | – | 1848 |
|
|
2023
Q2 | $209K | Buy |
+4,850
| New | +$209K | ﹤0.01% | 1659 |
|
|
2022
Q2 | – | Sell |
-4,852
| Closed | -$232K | – | 1598 |
|
|
2022
Q1 | $232K | Buy |
+4,852
| New | +$232K | ﹤0.01% | 1476 |
|