Barber Financial Group’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
2018
Q4
Sell
-96,130
Closed -$4.65M 134
2018
Q3
$4.65M Buy
96,130
+4,470
+5% +$216K 1.12% 23
2018
Q2
$4.44M Sell
91,660
-30,326
-25% -$1.47M 1.29% 22
2018
Q1
$6.01M Sell
121,986
-24,937
-17% -$1.23M 1.6% 18
2017
Q4
$7.45M Buy
+146,923
New +$7.45M 1.89% 16