Golden State Wealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.38M | Buy |
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|
2025
Q2 | $2.29M | Sell |
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2025
Q1 | $2.35M | Sell |
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|
2024
Q4 | $2.36M | Buy |
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|
2022
Q1 | $2.36M | Buy |
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|
2021
Q4 | $2M | Buy |
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|
2021
Q3 | $319K | Buy |
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|
2021
Q2 | $272K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.37M | Sell |
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|
2020
Q3 | $2.72M | Sell |
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|
2020
Q2 | $4.84M | Buy |
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|
2020
Q1 | $7K | Buy |
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