Carson Wealth (CWM LLC)’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
Q3 | $53.8M | Buy |
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|
2025
Q2 | $51.5M | Sell |
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|
2025
Q1 | $51.4M | Buy |
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|
2024
Q4 | $50.6M | Buy |
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|
2024
Q3 | $50.7M | Buy |
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|
2024
Q2 | $48.6M | Sell |
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|
2024
Q1 | $50.5M | Buy |
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|
2023
Q4 | $50.1M | Buy |
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|
2023
Q3 | $46.8M | Buy |
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|
2023
Q2 | $46.6M | Buy |
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|
2023
Q1 | $45.8M | Buy |
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|
2022
Q4 | $38.5M | Buy |
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|
2022
Q3 | $34.3M | Buy |
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|
2022
Q2 | $29.9M | Buy |
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|
2022
Q1 | $27.5M | Buy |
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|
2021
Q4 | $25.2M | Buy |
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|
2021
Q2 | $18.6M | Hold |
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|
2021
Q1 | $18.6M | Hold |
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|
2020
Q4 | $18.6M | Hold |
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|
2020
Q3 | $18.6M | Hold |
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|
2020
Q2 | $18.6M | Hold |
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|
2020
Q1 | $18.6M | Hold |
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|
2019
Q4 | $18.6M | Hold |
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|
2019
Q3 | $18.6M | Hold |
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|
2019
Q2 | $18.6M | Hold |
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|
2019
Q1 | $18.6M | Buy |
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