Meridian Financial’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
Q3 | $256K | Sell |
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|
2025
Q2 | $263K | Buy |
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|
2025
Q1 | $258K | Sell |
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|
2024
Q4 | $314K | Buy |
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|
2024
Q3 | $320K | Buy |
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|
2024
Q2 | $305K | Buy |
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|
2024
Q1 | $301K | Sell |
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|
2023
Q4 | $311K | Buy |
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|
2023
Q3 | $288K | Buy |
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|
2023
Q2 | $296K | Buy |
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|
2023
Q1 | $293K | Buy |
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|
2022
Q4 | $267K | Sell |
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|
2022
Q3 | $275K | Buy |
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|
2022
Q2 | $265K | Buy |
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|
2022
Q1 | $278K | Sell |
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|
2021
Q4 | $357K | Buy |
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