EWG Elevate’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-1,488
| Closed | -$63.5K | – | 103 |
|
2022
Q4 | $63.5K | Buy |
+1,488
| New | +$63.5K | 0.03% | 154 |
|
2022
Q2 | – | Sell |
-4,782
| Closed | -$229K | – | 78 |
|
2022
Q1 | $229K | Buy |
+4,782
| New | +$229K | 0.09% | 77 |
|
2020
Q2 | – | Sell |
-4,026
| Closed | -$208K | – | 57 |
|
2020
Q1 | $208K | Sell |
4,026
-665
| -14% | -$34.4K | 0.16% | 53 |
|
2019
Q4 | $245K | Buy |
+4,691
| New | +$245K | 0.13% | 67 |
|