Golden State Wealth 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 | $2.29M | Sell |
52,489
-1,668
| -3% | -$72.8K | 0.28% | 72 |
|
|
2025
Q1 | $2.35M | Sell |
54,157
-889
| -2% | -$38.6K | 0.35% | 62 |
|
|
2024
Q4 | $2.36M | Buy |
+55,046
| New | +$2.36M | 0.35% | 61 |
|
|
2022
Q1 | $2.36M | Buy |
49,298
+10,618
| +27% | +$508K | 0.46% | 42 |
|
|
2021
Q4 | $2M | Buy |
38,680
+32,530
| +529% | +$1.68M | 0.34% | 52 |
|
|
2021
Q3 | $319K | Buy |
6,150
+933
| +18% | +$48.4K | 0.07% | 224 |
|
|
2021
Q2 | $272K | Buy |
+5,217
| New | +$272K | 0.06% | 240 |
|
|
2021
Q1 | – | Sell |
-44,090
| Closed | -$2.37M | – | 202 |
|
|
2020
Q4 | $2.37M | Sell |
44,090
-6,479
| -13% | -$348K | 0.69% | 28 |
|
|
2020
Q3 | $2.72M | Sell |
50,569
-39,466
| -44% | -$2.12M | 0.91% | 23 |
|
|
2020
Q2 | $4.85M | Buy |
90,035
+89,908
| +70,794% | +$4.84M | 1.55% | 13 |
|
|
2020
Q1 | $7K | Buy |
+127
| New | +$7K | ﹤0.01% | 674 |
|