Kestra Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.36M | Buy |
168,606
+28,438
| +20% | +$1.24M | 0.11% | 220 |
|
|
2025
Q1 | $6.09M | Buy |
140,168
+15,687
| +13% | +$681K | 0.1% | 226 |
|
|
2024
Q4 | $5.34M | Buy |
124,481
+33,118
| +36% | +$1.42M | 0.09% | 229 |
|
|
2024
Q3 | $4.08M | Buy |
91,363
+16,243
| +22% | +$726K | 0.07% | 269 |
|
|
2024
Q2 | $3.23M | Buy |
75,120
+24,542
| +49% | +$1.05M | 0.06% | 288 |
|
|
2024
Q1 | $2.2M | Buy |
50,578
+41,476
| +456% | +$1.8M | 0.05% | 353 |
|
|
2023
Q4 | $401K | Buy |
+9,102
| New | +$401K | 0.01% | 822 |
|