DK
David Kennon’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 | $1.13M | Sell |
25,960
-313
| -1% | -$13.7K | 0.42% | 26 |
|
|
2025
Q1 | $1.14M | Sell |
26,273
-560
| -2% | -$24.3K | 0.45% | 27 |
|
|
2024
Q4 | $1.15M | Sell |
26,833
-286
| -1% | -$12.3K | 0.45% | 27 |
|
|
2024
Q3 | $1.21M | Sell |
27,119
-50
| -0.2% | -$2.24K | 0.48% | 27 |
|
|
2024
Q2 | $1.17M | Sell |
27,169
-633
| -2% | -$27.2K | 0.49% | 26 |
|
|
2024
Q1 | $1.21M | Sell |
27,802
-1,222
| -4% | -$53K | 0.52% | 26 |
|
|
2023
Q4 | $1.28M | Sell |
29,024
-3,558
| -11% | -$157K | 0.57% | 24 |
|
|
2023
Q3 | $1.35M | Sell |
32,582
-454
| -1% | -$18.8K | 0.65% | 23 |
|
|
2023
Q2 | $1.42M | Sell |
33,036
-3,190
| -9% | -$137K | 0.66% | 23 |
|
|
2023
Q1 | $1.58M | Sell |
36,226
-63,572
| -64% | -$2.78M | 0.77% | 22 |
|
|
2022
Q4 | $4.26M | Buy |
99,798
+2,531
| +3% | +$108K | 2.22% | 13 |
|
|
2022
Q3 | $4.11M | Buy |
+97,267
| New | +$4.11M | 2.26% | 13 |
|