Merit Financial Group’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
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $253K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $249K | Buy |
|
|||||
|
2024
Q1 | $247K | Sell |
|
|||||
|
2023
Q4 | $325K | Sell |
|
|||||
|
2023
Q3 | $308K | Sell |
|
|||||
|
2023
Q2 | $640K | Sell |
|
|||||
|
2023
Q1 | $1.13M | Sell |
|
|||||
|
2022
Q4 | $1.12M | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $1.03M | Sell |
|
|||||
|
2020
Q2 | $1.84M | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $3.57M | Buy |
|