Cambridge Investment Research Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Sell |
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2025
Q1 | $366K | Sell |
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|
2024
Q4 | $565K | Buy |
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|
2024
Q3 | $518K | Sell |
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|
2024
Q2 | $498K | Sell |
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|
2024
Q1 | $546K | Sell |
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|
2023
Q4 | $698K | Sell |
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|
2023
Q3 | $755K | Sell |
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|
2023
Q2 | $946K | Buy |
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|
2023
Q1 | $933K | Sell |
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|
2022
Q4 | $1.86M | Sell |
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|
2022
Q3 | $2.15M | Sell |
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|
2022
Q2 | $3.24M | Buy |
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|
2022
Q1 | $2.83M | Sell |
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|
2021
Q4 | $3.64M | Sell |
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|
2021
Q3 | $6.64M | Sell |
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|
2021
Q2 | $7.74M | Sell |
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|
2021
Q1 | $8.51M | Sell |
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|
2020
Q4 | $11.4M | Sell |
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|
2020
Q3 | $12.5M | Buy |
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|
2020
Q2 | $12.3M | Buy |
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|
2020
Q1 | $9.73M | Buy |
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|
2019
Q4 | $8.3M | Buy |
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|
2019
Q3 | $7.95M | Sell |
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|
2019
Q2 | $7.81M | Buy |
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|
2019
Q1 | $6.08M | Buy |
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|
2018
Q4 | $5.3M | Buy |
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|
2018
Q3 | $3.71M | Buy |
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|
2018
Q2 | $2.6M | Buy |
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|
2018
Q1 | $505K | Buy |
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|
2017
Q4 | $487K | Buy |
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|
2017
Q3 | $424K | Buy |
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|
2017
Q2 | $328K | Sell |
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|
2017
Q1 | $335K | Sell |
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|
2016
Q4 | $448K | Buy |
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|
2016
Q3 | $339K | Buy |
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