Quadcap 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Hold |
7,057
| – | – | 0.04% | 311 |
|
|
2025
Q1 | $306K | Sell |
7,057
-92
| -1% | -$4K | 0.04% | 303 |
|
|
2024
Q4 | $307K | Buy |
7,149
+52
| +0.7% | +$2.23K | 0.05% | 305 |
|
|
2024
Q3 | $317K | Sell |
7,097
-219
| -3% | -$9.79K | 0.05% | 303 |
|
|
2024
Q2 | $314K | Hold |
7,316
| – | – | 0.06% | 299 |
|
|
2024
Q1 | $318K | Sell |
7,316
-1,400
| -16% | -$60.8K | 0.07% | 264 |
|
|
2023
Q4 | $384K | Buy |
+8,716
| New | +$384K | 0.1% | 239 |
|