CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
46,222
+12,142
| +36% | +$530K | 0.03% | 127 |
|
|
2025
Q1 | $1.48M | Sell |
34,080
-9,468
| -22% | -$411K | 0.03% | 138 |
|
|
2024
Q4 | $1.87M | Buy |
43,548
+728
| +2% | +$31.2K | 0.04% | 117 |
|
|
2024
Q3 | $1.91M | Buy |
42,820
+6,604
| +18% | +$295K | 0.04% | 118 |
|
|
2024
Q2 | $1.56M | Buy |
36,216
+652
| +2% | +$28K | 0.03% | 122 |
|
|
2024
Q1 | $1.54M | Sell |
35,564
-44,524
| -56% | -$1.93M | 0.04% | 114 |
|
|
2023
Q4 | $3.53M | Buy |
80,088
+61,647
| +334% | +$2.71M | 0.09% | 78 |
|
|
2023
Q3 | $765K | Buy |
+18,441
| New | +$765K | 0.02% | 138 |
|