CoreCap 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
Q3 | $329K | Sell |
|
|||||
|
2025
Q2 | $334K | Buy |
|
|||||
|
2025
Q1 | $332K | Sell |
|
|||||
|
2024
Q4 | $331K | Buy |
|
|||||
|
2024
Q3 | $238K | Sell |
|
|||||
|
2024
Q2 | $320K | Sell |
|
|||||
|
2024
Q1 | $343K | Buy |
|
|||||
|
2023
Q4 | $254K | Sell |
|
|||||
|
2023
Q3 | $242K | Sell |
|
|||||
|
2023
Q2 | $252K | Buy |
|
|||||
|
2022
Q4 | $253K | Sell |
|
|||||
|
2022
Q3 | $365K | Sell |
|
|||||
|
2022
Q2 | $459K | Sell |
|
|||||
|
2022
Q1 | $642K | Sell |
|
|||||
|
2021
Q4 | $722K | Buy |
|