NewSquare Capital’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 | $510K | Buy |
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|
2025
Q1 | $492K | Buy |
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|
2024
Q4 | $479K | Buy |
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|
2024
Q3 | $468K | Sell |
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|
2024
Q2 | $451K | Buy |
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|
2024
Q1 | $444K | Buy |
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|
2023
Q4 | $270K | Buy |
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|
2023
Q3 | $243K | Buy |
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|
2023
Q2 | $245K | Buy |
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|
2023
Q1 | $245K | Buy |
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|
2022
Q4 | $226K | Buy |
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|
2022
Q3 | $215K | Buy |
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|
2022
Q2 | $218K | Sell |
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|
2022
Q1 | $334K | Buy |
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|
2021
Q4 | $320K | Buy |
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|
2021
Q3 | $262K | Buy |
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|
2021
Q2 | $239K | Buy |
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|
2021
Q1 | $202K | Buy |
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|
2020
Q4 | $175K | Buy |
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|
2020
Q3 | $95K | Buy |
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|
2020
Q2 | $44K | Buy |
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