Institute for Wealth Management’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
Q3 | $595K | Buy |
|
|||||
|
2025
Q2 | $582K | Buy |
|
|||||
|
2025
Q1 | $573K | Buy |
|
|||||
|
2024
Q4 | $559K | Buy |
|
|||||
|
2024
Q3 | $519K | Sell |
|
|||||
|
2024
Q2 | $529K | Sell |
|
|||||
|
2024
Q1 | $557K | Sell |
|
|||||
|
2023
Q4 | $573K | Sell |
|
|||||
|
2023
Q3 | $552K | Sell |
|
|||||
|
2023
Q2 | $898K | Buy |
|
|||||
|
2023
Q1 | $846K | Buy |
|
|||||
|
2022
Q4 | $755K | Buy |
|
|||||
|
2022
Q3 | $273K | Buy |
|
|||||
|
2022
Q2 | $282K | Buy |
|
|||||
|
2022
Q1 | $294K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $97K | Buy |
|