IDA
Intelligence Driven Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-10,932
| Closed | -$572K | – | 88 |
|
|
2019
Q3 | $572K | Sell |
10,932
-52,162
| -83% | -$2.73M | 0.27% | 51 |
|
|
2019
Q2 | $3.23M | Sell |
63,094
-86,443
| -58% | -$4.43M | 1.54% | 19 |
|
|
2019
Q1 | $7.45M | Buy |
149,537
+15,387
| +11% | +$767K | 4.08% | 6 |
|
|
2018
Q4 | $6.47M | Buy |
+134,150
| New | +$6.47M | 4.1% | 5 |
|