JT Stratford LLC’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 | $1.57M | Sell |
35,912
-3,182
| -8% | -$139K | 0.24% | 91 |
|
|
2025
Q1 | $1.7M | Sell |
39,094
-10,643
| -21% | -$462K | 0.3% | 81 |
|
|
2024
Q4 | $2.13M | Buy |
49,737
+5,977
| +14% | +$257K | 0.35% | 61 |
|
|
2024
Q3 | $1.96M | Buy |
43,760
+22,363
| +105% | +$1,000K | 0.33% | 68 |
|
|
2024
Q2 | $919K | Buy |
21,397
+1,426
| +7% | +$61.3K | 0.17% | 141 |
|
|
2024
Q1 | $867K | Buy |
19,971
+6,332
| +46% | +$275K | 0.17% | 148 |
|
|
2023
Q4 | $600K | Buy |
13,639
+243
| +2% | +$10.7K | 0.14% | 167 |
|
|
2023
Q3 | $556K | Buy |
13,396
+7,507
| +127% | +$312K | 0.14% | 155 |
|
|
2023
Q2 | $254K | Buy |
+5,889
| New | +$254K | 0.07% | 209 |
|