Envestnet Portfolio Solutions’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,906
| Closed | -$213K | – | 1518 |
|
|
2025
Q1 | $213K | Sell |
4,906
-8,298
| -63% | -$360K | ﹤0.01% | 1475 |
|
|
2024
Q4 | $567K | Buy |
13,204
+754
| +6% | +$32.4K | ﹤0.01% | 1180 |
|
|
2024
Q3 | $557K | Buy |
12,450
+305
| +3% | +$13.6K | ﹤0.01% | 1144 |
|
|
2024
Q2 | $522K | Buy |
12,145
+1,666
| +16% | +$71.6K | ﹤0.01% | 1119 |
|
|
2024
Q1 | $455K | Buy |
10,479
+2,521
| +32% | +$109K | ﹤0.01% | 1162 |
|
|
2023
Q4 | $350K | Buy |
7,958
+460
| +6% | +$20.2K | ﹤0.01% | 1214 |
|
|
2023
Q3 | $311K | Buy |
+7,498
| New | +$311K | ﹤0.01% | 1211 |
|