GWP
Gateway Wealth Partners’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Buy |
13,748
+1,054
| +8% | +$46K | 0.11% | 179 |
|
|
2025
Q1 | $551K | Buy |
12,694
+1,783
| +16% | +$77.4K | 0.12% | 172 |
|
|
2024
Q4 | $468K | Buy |
10,911
+50
| +0.5% | +$2.15K | 0.12% | 173 |
|
|
2024
Q3 | $486K | Buy |
10,861
+192
| +2% | +$8.59K | 0.13% | 154 |
|
|
2024
Q2 | $458K | Sell |
10,669
-99
| -0.9% | -$4.25K | 0.14% | 154 |
|
|
2024
Q1 | $467K | Sell |
10,768
-292
| -3% | -$12.7K | 0.17% | 121 |
|
|
2023
Q4 | $487K | Buy |
11,060
+386
| +4% | +$17K | 0.2% | 108 |
|
|
2023
Q3 | $443K | Buy |
10,674
+1,155
| +12% | +$47.9K | 0.08% | 140 |
|
|
2023
Q2 | $410K | Buy |
+9,519
| New | +$410K | 0.07% | 144 |
|