Moneta Group Investment Advisors’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
2019
Q3
Sell
2019
Q2
$220K Sell
2019
Q1
$5.55M Sell
2018
Q4
$5.72M Buy
2018
Q3
$5.57M Buy
2018
Q2
$203K Buy