JD Financial Services’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
2021
Q4
$13M Sell
252,128
-3,886
-2% -$201K 10.74% 2
2021
Q3
$13.3M Buy
256,014
+15,690
+7% +$815K 12.13% 1
2021
Q2
$12.5M Buy
240,324
+165,754
+222% +$8.65M 11.64% 1
2021
Q1
$3.82M Buy
+74,570
New +$3.82M 4.84% 6