Dynamic Advisor Solutions’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 | $236K | Buy |
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2023
Q2 | – | Sell |
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2023
Q1 | $257K | Buy |
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|
2022
Q4 | $230K | Sell |
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|
2022
Q3 | $391K | Sell |
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|
2022
Q2 | $434K | Sell |
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2022
Q1 | $500K | Sell |
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|
2021
Q4 | $717K | Sell |
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|
2021
Q3 | $743K | Sell |
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|
2021
Q2 | $748K | Buy |
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|
2021
Q1 | $731K | Buy |
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|
2020
Q4 | $535K | Buy |
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|
2020
Q3 | $508K | Buy |
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|
2020
Q2 | $472K | Buy |
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|
2020
Q1 | $356K | Buy |
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|
2019
Q4 | $305K | Buy |
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