IFP Advisors’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
Q2 | $123K | Buy |
|
|||||
|
2025
Q1 | $39.5K | Buy |
|
|||||
|
2024
Q4 | $22K | Buy |
|
|||||
|
2024
Q3 | $9.93K | Hold |
|
|||||
|
2024
Q2 | $9.54K | Hold |
|
|||||
|
2024
Q1 | $9.63K | Sell |
|
|||||
|
2023
Q4 | $12.1K | Sell |
|
|||||
|
2023
Q3 | $15.6K | Hold |
|
|||||
|
2023
Q2 | $16.2K | Hold |
|
|||||
|
2023
Q1 | $18.2K | Sell |
|
|||||
|
2022
Q4 | $11.1M | Sell |
|
|||||
|
2022
Q3 | $11.7M | Buy |
|
|||||
|
2022
Q2 | $11.5M | Hold |
|
|||||
|
2022
Q1 | $11.5M | Buy |
|
|||||
|
2021
Q4 | $4.84M | Buy |
|
|||||
|
2021
Q3 | $4.5M | Buy |
|
|||||
|
2021
Q2 | $4.29M | Sell |
|
|||||
|
2021
Q1 | $7.22M | Buy |
|
|||||
|
2020
Q4 | $6.09M | Buy |
|
|||||
|
2020
Q3 | $5.88M | Buy |
|
|||||
|
2020
Q2 | $4.32M | Sell |
|
|||||
|
2020
Q1 | $4.09M | Sell |
|
|||||
|
2019
Q4 | $6.16M | Buy |
|
|||||
|
2019
Q3 | $5.79M | Buy |
|
|||||
|
2019
Q1 | $52K | Sell |
|
|||||
|
2018
Q4 | $1.44M | Sell |
|
|||||
|
2018
Q3 | $1.59M | Buy |
|
|||||
|
2018
Q2 | $1.55M | Buy |
|
|||||
|
2018
Q1 | $1.22M | Hold |
|
|||||
|
2017
Q4 | $1.22M | Buy |
|
|||||
|
2017
Q3 | $793K | Buy |
|
|||||
|
2017
Q2 | $551K | Buy |
|
|||||
|
2017
Q1 | $6K | Hold |
|
|||||
|
2016
Q4 | $6K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $52K | Buy |
|