OneDigital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $548K | Sell |
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2025
Q1 | $566K | Sell |
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2024
Q4 | $1.34M | Sell |
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|
2024
Q3 | $1.8M | Buy |
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|
2024
Q2 | $1.45M | Buy |
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|
2024
Q1 | $804K | Buy |
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|
2023
Q4 | $478K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $205K | Sell |
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|
2021
Q2 | $269K | Sell |
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|
2021
Q1 | $412K | Sell |
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|
2020
Q4 | $2.68M | Sell |
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|
2020
Q3 | $2.84M | Sell |
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|
2020
Q2 | $3.02M | Sell |
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|
2020
Q1 | $2.97M | Sell |
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|
2019
Q4 | $3.04M | Buy |
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|
2019
Q3 | $2.81M | Buy |
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|
2019
Q2 | $2.61M | Buy |
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|
2019
Q1 | $2.33M | Buy |
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|
2018
Q4 | $1.54M | Buy |
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