IA
Insight Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.64M | Sell |
198,118
-9,490
| -5% | -$414K | 1.39% | 11 |
|
|
2025
Q1 | $9.02M | Buy |
207,608
+15,387
| +8% | +$668K | 1.57% | 9 |
|
|
2024
Q4 | $8.25M | Buy |
192,221
+33,259
| +21% | +$1.43M | 1.39% | 9 |
|
|
2024
Q3 | $7.11M | Buy |
158,962
+24,861
| +19% | +$1.11M | 1.23% | 10 |
|
|
2024
Q2 | $5.76M | Buy |
134,101
+49,407
| +58% | +$2.12M | 1.04% | 11 |
|
|
2024
Q1 | $3.68M | Buy |
84,694
+61,806
| +270% | +$2.68M | 0.71% | 18 |
|
|
2023
Q4 | $1.01M | Buy |
22,888
+88
| +0.4% | +$3.87K | 0.21% | 82 |
|
|
2023
Q3 | $946K | Buy |
22,800
+35
| +0.2% | +$1.45K | 0.22% | 81 |
|
|
2023
Q2 | $981K | Sell |
22,765
-93
| -0.4% | -$4.01K | 0.22% | 79 |
|
|
2023
Q1 | $999K | Buy |
22,858
+2,465
| +12% | +$108K | 0.23% | 69 |
|
|
2022
Q4 | $874K | Buy |
20,393
+208
| +1% | +$8.92K | 0.31% | 85 |
|
|
2022
Q3 | $852K | Sell |
20,185
-1,523
| -7% | -$64.3K | 0.33% | 84 |
|
|
2022
Q2 | $998K | Sell |
21,708
-11,031
| -34% | -$507K | 0.34% | 77 |
|
|
2022
Q1 | $1.57M | Sell |
32,739
-10,999
| -25% | -$526K | 0.47% | 53 |
|
|
2021
Q4 | $2.26M | Sell |
43,738
-934
| -2% | -$48.3K | 0.67% | 38 |
|
|
2021
Q3 | $2.33M | Buy |
44,672
+2,964
| +7% | +$154K | 0.69% | 34 |
|
|
2021
Q2 | $2.21M | Buy |
41,708
+4,326
| +12% | +$229K | 0.69% | 35 |
|
|
2021
Q1 | $1.93M | Buy |
37,382
+3,633
| +11% | +$188K | 0.61% | 39 |
|
|
2020
Q4 | $1.81M | Buy |
+33,749
| New | +$1.81M | 0.69% | 37 |
|