HighTower Advisors’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 | $37.5M | Sell |
860,301
-1,679
| -0.2% | -$73.3K | 0.05% | 394 |
|
|
2025
Q1 | $37.4M | Buy |
861,980
+99,329
| +13% | +$4.31M | 0.05% | 369 |
|
|
2024
Q4 | $32.7M | Buy |
762,651
+36,335
| +5% | +$1.56M | 0.04% | 380 |
|
|
2024
Q3 | $32.5M | Buy |
726,316
+33,853
| +5% | +$1.51M | 0.05% | 385 |
|
|
2024
Q2 | $29.7M | Buy |
692,463
+14,013
| +2% | +$602K | 0.05% | 386 |
|
|
2024
Q1 | $29.5M | Buy |
+678,450
| New | +$29.5M | 0.05% | 375 |
|