SMI Advisory Services’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 | $521K | Buy |
12,081
+783
| +7% | +$33.8K | 0.1% | 32 |
|
|
2025
Q1 | $486K | Buy |
11,298
+603
| +6% | +$25.9K | 0.11% | 20 |
|
|
2024
Q4 | $453K | Sell |
10,695
-1
| -0% | -$42 | 0.1% | 42 |
|
|
2024
Q3 | $474K | Buy |
10,696
+118
| +1% | +$5.23K | 0.11% | 46 |
|
|
2024
Q2 | $458K | Sell |
10,578
-1,321
| -11% | -$57.2K | 0.11% | 48 |
|
|
2024
Q1 | $512K | Buy |
11,899
+5,666
| +91% | +$244K | 0.14% | 51 |
|
|
2023
Q4 | $273K | Buy |
+6,233
| New | +$273K | 0.07% | 40 |
|