CVA Family Office’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 | $350K | Hold |
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|
2025
Q2 | $344K | Hold |
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|
2025
Q1 | $343K | Hold |
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|
2024
Q4 | $339K | Hold |
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|
2024
Q3 | $353K | Hold |
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|
2024
Q2 | $339K | Sell |
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|
2024
Q1 | $405K | Buy |
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|
2023
Q4 | $410K | Buy |
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|
2023
Q3 | $386K | Buy |
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|
2023
Q2 | $400K | Buy |
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|
2023
Q1 | $60.5K | Buy |
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|
2022
Q4 | $58.5K | Buy |
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|
2022
Q3 | $57K | Buy |
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|
2022
Q2 | $60K | Sell |
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|
2022
Q1 | $107K | Buy |
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|
2021
Q4 | $115K | Buy |
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|
2021
Q3 | $116K | Sell |
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|
2021
Q2 | $115K | Buy |
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|
2021
Q1 | $112K | Buy |
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|
2020
Q4 | $117K | Buy |
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|
2020
Q3 | $116K | Buy |
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|
2020
Q2 | $116K | Buy |
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|
2020
Q1 | $110K | Buy |
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