My Legacy 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
2025
Q2
$823K Sell
2025
Q1
$899K Sell
2024
Q4
$888K Sell
2024
Q3
$949K Sell
2024
Q2
$2.33M Sell
2024
Q1
$2.88M Sell
2023
Q4
$3.24M Buy
2023
Q3
$2.95M Buy
2023
Q2
$2.9M Buy
2023
Q1
$2.67M Buy
2022
Q4
$2.49M Sell
2022
Q3
$2.44M Buy
2022
Q2
$2.38M Buy
2022
Q1
$907K Buy