Frazier Financial Advisors’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 | $158K | Hold |
3,627
| – | – | 0.11% | 72 |
|
|
2025
Q1 | $158K | Hold |
3,627
| – | – | 0.12% | 63 |
|
|
2024
Q4 | $156K | Hold |
3,627
| – | – | 0.12% | 66 |
|
|
2024
Q3 | $162K | Hold |
3,627
| – | – | 0.13% | 66 |
|
|
2024
Q2 | $156K | Sell |
3,627
-2,200
| -38% | -$94.5K | 0.12% | 72 |
|
|
2024
Q1 | $253K | Hold |
5,827
| – | – | 0.21% | 44 |
|
|
2023
Q4 | $257K | Buy |
+5,827
| New | +$257K | 0.22% | 40 |
|