Sharper & Granite’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 | $2.1M | Sell |
48,177
-700
| -1% | -$30.5K | 0.8% | 36 |
|
|
2025
Q1 | $2.12M | Buy |
48,877
+30
| +0.1% | +$1.3K | 0.88% | 31 |
|
|
2024
Q4 | $2.1M | Buy |
48,847
+540
| +1% | +$23.2K | 0.92% | 30 |
|
|
2024
Q3 | $2.16M | Sell |
48,307
-1,345
| -3% | -$60.1K | 0.96% | 32 |
|
|
2024
Q2 | $2.13M | Sell |
49,652
-1,025
| -2% | -$44K | 1.02% | 30 |
|
|
2024
Q1 | $2.18M | Buy |
50,677
+5,405
| +12% | +$232K | 1.05% | 29 |
|
|
2023
Q4 | $1.99M | Sell |
45,272
-33
| -0.1% | -$1.45K | 1.03% | 31 |
|
|
2023
Q3 | $1.88M | Buy |
45,305
+290
| +0.6% | +$12K | 1.09% | 29 |
|
|
2023
Q2 | $1.94M | Sell |
45,015
-595
| -1% | -$25.6K | 1.12% | 29 |
|
|
2023
Q1 | $1.99M | Buy |
45,610
+5,255
| +13% | +$230K | 1.2% | 27 |
|
|
2022
Q4 | $1.72M | Buy |
+40,355
| New | +$1.72M | 1.15% | 28 |
|