Pinnacle Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $611K | Hold |
14,011
| – | – | 0.2% | 51 |
|
|
2025
Q1 | $608K | Hold |
14,011
| – | – | 0.22% | 49 |
|
|
2024
Q4 | $601K | Sell |
14,011
-18
| -0.1% | -$773 | 0.24% | 43 |
|
|
2024
Q3 | $627K | Hold |
14,029
| – | – | 0.25% | 39 |
|
|
2024
Q2 | $603K | Hold |
14,029
| – | – | 0.26% | 38 |
|
|
2024
Q1 | $609K | Sell |
14,029
-746
| -5% | -$32.4K | 0.27% | 37 |
|
|
2023
Q4 | $650K | Hold |
14,775
| – | – | 0.33% | 37 |
|
|
2023
Q3 | $613K | Buy |
14,775
+855
| +6% | +$35.5K | 0.37% | 34 |
|
|
2023
Q2 | $600K | Hold |
13,920
| – | – | 0.34% | 35 |
|
|
2023
Q1 | $608K | Buy |
13,920
+650
| +5% | +$28.4K | 0.36% | 36 |
|
|
2022
Q4 | $566K | Sell |
13,270
-1,630
| -11% | -$69.5K | 0.4% | 34 |
|
|
2022
Q3 | $629K | Buy |
14,900
+7,465
| +100% | +$315K | 0.54% | 30 |
|
|
2022
Q2 | $332K | Buy |
+7,435
| New | +$332K | 0.28% | 42 |
|