Kestra Advisory Services’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
Q2 | $2M | Buy |
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|
2025
Q1 | $1.76M | Buy |
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $927K | Sell |
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|
2024
Q2 | $1.49M | Buy |
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|
2024
Q1 | $1.51M | Sell |
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|
2023
Q4 | $1.94M | Buy |
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|
2023
Q3 | $1.25M | Buy |
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|
2023
Q2 | $463K | Buy |
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|
2023
Q1 | $287K | Sell |
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|
2022
Q4 | $347K | Sell |
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|
2022
Q3 | $401K | Buy |
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|
2022
Q2 | $424K | Sell |
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|
2022
Q1 | $1.28M | Sell |
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|
2021
Q4 | $1.4M | Sell |
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|
2021
Q3 | $1.55M | Sell |
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|
2021
Q2 | $1.74M | Sell |
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|
2021
Q1 | $6.59M | Sell |
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|
2020
Q4 | $7.17M | Buy |
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|
2020
Q3 | $4.52M | Buy |
|