NEIRG Wealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-180,489
Closed -$8.64M 136
2022
Q1
$8.64M Buy
180,489
+23,792
+15% +$1.14M 1.69% 23
2021
Q4
$8.1M Buy
+156,697
New +$8.1M 1.55% 24