KLR Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4.26M | Sell |
100,552
-12,974
| -11% | -$550K | 3.08% | 4 |
|
|
2023
Q4 | $5M | Buy |
113,526
+677
| +0.6% | +$29.8K | 3.61% | 3 |
|
|
2023
Q3 | $4.93M | Sell |
112,849
-3,807
| -3% | -$166K | 4.48% | 1 |
|
|
2023
Q2 | $5.03M | Buy |
116,656
+2,756
| +2% | +$119K | 4.14% | 2 |
|
|
2023
Q1 | $4.98M | Buy |
113,900
+5,620
| +5% | +$246K | 4.37% | 1 |
|
|
2022
Q4 | $4.62M | Buy |
+108,280
| New | +$4.62M | 3.8% | 3 |
|