Cetera Investment Advisers’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 | $4.17M | Sell |
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|
2025
Q1 | $4.6M | Buy |
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|
2024
Q4 | $2.65M | Buy |
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|
2024
Q3 | $2.5M | Buy |
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|
2024
Q2 | $1.84M | Buy |
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|
2024
Q1 | $1.83M | Buy |
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|
2023
Q4 | $435K | Sell |
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|
2023
Q3 | $540K | Buy |
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|
2023
Q2 | $518K | Buy |
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|
2023
Q1 | $430K | Buy |
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|
2022
Q4 | $395K | Buy |
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|
2022
Q3 | $271K | Buy |
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|
2022
Q2 | $244K | Sell |
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|
2022
Q1 | $381K | Sell |
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|
2021
Q4 | $582K | Sell |
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|
2021
Q3 | $603K | Buy |
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|
2021
Q2 | $566K | Buy |
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|
2021
Q1 | $407K | Sell |
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|
2020
Q4 | $620K | Buy |
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