Independent Wealth Network’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 | $1.35M | Buy |
30,973
+276
| +0.9% | +$12K | 0.49% | 49 |
|
|
2025
Q1 | $1.33M | Buy |
30,697
+1,068
| +4% | +$46.4K | 0.53% | 46 |
|
|
2024
Q4 | $1.27M | Buy |
29,629
+2,553
| +9% | +$110K | 0.52% | 46 |
|
|
2024
Q3 | $1.21M | Buy |
27,076
+2,179
| +9% | +$97.4K | 0.54% | 42 |
|
|
2024
Q2 | $1.07M | Sell |
24,897
-1,515
| -6% | -$65.1K | 0.5% | 48 |
|
|
2024
Q1 | $1.15M | Buy |
26,412
+233
| +0.9% | +$10.1K | 0.54% | 44 |
|
|
2023
Q4 | $1.15M | Buy |
26,179
+2,229
| +9% | +$98.1K | 0.61% | 39 |
|
|
2023
Q3 | $994K | Buy |
23,950
+4,310
| +22% | +$179K | 0.61% | 42 |
|
|
2023
Q2 | $846K | Buy |
19,640
+1,103
| +6% | +$47.5K | 0.51% | 47 |
|
|
2023
Q1 | $810K | Sell |
18,537
-101
| -0.5% | -$4.41K | 0.52% | 44 |
|
|
2022
Q4 | $795K | Buy |
18,638
+1,242
| +7% | +$53K | 0.54% | 39 |
|
|
2022
Q3 | $734K | Buy |
17,396
+1,491
| +9% | +$62.9K | 0.57% | 39 |
|
|
2022
Q2 | $711K | Buy |
15,905
+410
| +3% | +$18.3K | 0.51% | 44 |
|
|
2022
Q1 | $741K | Buy |
15,495
+907
| +6% | +$43.4K | 0.47% | 54 |
|
|
2021
Q4 | $754K | Buy |
14,588
+652
| +5% | +$33.7K | 0.46% | 54 |
|
|
2021
Q3 | $723K | Buy |
+13,936
| New | +$723K | 0.47% | 57 |
|