Pinnacle Financial Group’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
Q3 | $639K | Buy |
|
|||||
|
2025
Q2 | $611K | Hold |
|
|||||
|
2025
Q1 | $608K | Hold |
|
|||||
|
2024
Q4 | $601K | Sell |
|
|||||
|
2024
Q3 | $627K | Hold |
|
|||||
|
2024
Q2 | $603K | Hold |
|
|||||
|
2024
Q1 | $609K | Sell |
|
|||||
|
2023
Q4 | $650K | Hold |
|
|||||
|
2023
Q3 | $613K | Buy |
|
|||||
|
2023
Q2 | $600K | Hold |
|
|||||
|
2023
Q1 | $608K | Buy |
|
|||||
|
2022
Q4 | $566K | Sell |
|
|||||
|
2022
Q3 | $629K | Buy |
|
|||||
|
2022
Q2 | $332K | Buy |
|