Creative Financial Designs’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 | $265K | Sell |
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2025
Q1 | $288K | Sell |
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|
2024
Q4 | $342K | Buy |
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|
2024
Q3 | $316K | Sell |
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|
2024
Q2 | $329K | Sell |
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|
2024
Q1 | $352K | Buy |
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|
2023
Q4 | $282K | Buy |
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|
2023
Q3 | $242K | Buy |
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|
2023
Q2 | $176K | Buy |
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|
2023
Q1 | $62.9K | Buy |
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|
2022
Q4 | $60.1K | Buy |
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|
2022
Q3 | $6K | Hold |
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|
2022
Q2 | $7K | Sell |
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|
2022
Q1 | $16K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $18K | Sell |
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|
2021
Q2 | $23K | Hold |
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|
2021
Q1 | $23K | Sell |
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|
2020
Q4 | $49K | Buy |
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|
2020
Q3 | $44K | Sell |
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|
2020
Q2 | $115K | Hold |
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|
2020
Q1 | $110K | Buy |
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|
2019
Q4 | $13K | Sell |
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|
2019
Q3 | $27K | Buy |
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|
2019
Q2 | $13K | Hold |
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|
2019
Q1 | $12K | Hold |
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|
2018
Q4 | $12K | Hold |
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|
2018
Q3 | $12K | Hold |
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|
2018
Q2 | $12K | Buy |
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