SAW
Signal Advisors Wealth’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,843
| Closed | -$294K | – | 431 |
|
|
2024
Q4 | $294K | Sell |
6,843
-882
| -11% | -$37.9K | 0.03% | 364 |
|
|
2024
Q3 | $345K | Buy |
+7,725
| New | +$345K | 0.05% | 318 |
|
|
2024
Q2 | – | Sell |
-12,686
| Closed | -$551K | – | 82 |
|
|
2024
Q1 | $551K | Buy |
12,686
+2,800
| +28% | +$122K | 0.14% | 156 |
|
|
2023
Q4 | $435K | Buy |
+9,886
| New | +$435K | 0.15% | 132 |
|