GSB 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 | $9.2M | Buy |
210,917
+4,075
| +2% | +$178K | 2.25% | 5 |
|
|
2025
Q1 | $8.98M | Buy |
206,842
+558
| +0.3% | +$24.2K | 2.36% | 4 |
|
|
2024
Q4 | $8.85M | Buy |
206,284
+29,441
| +17% | +$1.26M | 2.29% | 5 |
|
|
2024
Q3 | $7.91M | Buy |
176,843
+27,562
| +18% | +$1.23M | 2.02% | 5 |
|
|
2024
Q2 | $6.41M | Buy |
149,281
+29,368
| +24% | +$1.26M | 1.75% | 8 |
|
|
2024
Q1 | $5.2M | Buy |
119,913
+105,265
| +719% | +$4.57M | 1.46% | 10 |
|
|
2023
Q4 | $645K | Buy |
+14,648
| New | +$645K | 0.2% | 119 |
|