Freedom Investment Management’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 | $4.69M | Sell |
107,436
-7,410
| -6% | -$323K | 0.37% | 49 |
|
|
2025
Q1 | $4.99M | Sell |
114,846
-1,601
| -1% | -$69.5K | 0.42% | 44 |
|
|
2024
Q4 | $5M | Sell |
116,447
-5,819
| -5% | -$250K | 0.42% | 47 |
|
|
2024
Q3 | $5.47M | Buy |
122,266
+2,131
| +2% | +$95.3K | 0.44% | 42 |
|
|
2024
Q2 | $5.16M | Sell |
120,135
-4,385
| -4% | -$188K | 0.42% | 47 |
|
|
2024
Q1 | $5.4M | Sell |
124,520
-13,859
| -10% | -$601K | 0.43% | 43 |
|
|
2023
Q4 | $6.09M | Buy |
+138,379
| New | +$6.09M | 0.5% | 38 |
|