KMG Fiduciary Partners’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
2021
Q1
Sell
2020
Q4
$2.24M Sell
2020
Q3
$2.93M Buy
2020
Q2
$2.5M Buy
2020
Q1
Sell
2019
Q4
$229K Buy