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Burt Wealth Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Burt Wealth Advisors’s Portfolio AGGY Stock Details AGGY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5,373
Closed -$257K – 91
2022
Q1 		$257K Sell
5,373
-52,427
-91% -$2.51M 0.08% 85
2021
Q4 		$2.99M Buy
+57,800
New +$2.99M 0.98% 16