SAM
Smartleaf Asset Management’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
Q2 | $9.46M | Buy |
217,729
+7,398
| +4% | +$321K | 0.83% | 19 |
|
|
2025
Q1 | $9.11M | Sell |
210,331
-624
| -0.3% | -$27K | 0.88% | 14 |
|
|
2024
Q4 | $9.06M | Buy |
210,955
+15,094
| +8% | +$648K | 0.92% | 13 |
|
|
2024
Q3 | $8.78M | Buy |
195,861
+776
| +0.4% | +$34.8K | 1.07% | 9 |
|
|
2024
Q2 | $8.41M | Buy |
195,085
+5,516
| +3% | +$238K | 1.38% | 7 |
|
|
2024
Q1 | $8.23M | Buy |
189,569
+40,476
| +27% | +$1.76M | 1.59% | 6 |
|
|
2023
Q4 | $6.57M | Buy |
+149,093
| New | +$6.57M | 1.76% | 4 |
|