CAPTRUST Financial 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 | $3.25M | Sell |
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|
2025
Q1 | $3.28M | Sell |
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|
2024
Q4 | $3.33M | Buy |
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|
2024
Q3 | $3.18M | Sell |
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|
2024
Q2 | $3.13M | Buy |
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|
2024
Q1 | $2.98M | Sell |
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|
2023
Q4 | $3.25M | Sell |
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|
2023
Q3 | $3.27M | Sell |
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|
2023
Q2 | $3.63M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $9K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $11K | Sell |
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|
2021
Q3 | $75K | Buy |
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|
2021
Q2 | $11K | Hold |
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|
2021
Q1 | $11K | Hold |
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|
2020
Q4 | $11K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $11K | Buy |
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