SNS Financial Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Sell |
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|
2025
Q1 | $3.98M | Sell |
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|
2024
Q4 | $4.19M | Sell |
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|
2024
Q3 | $4.49M | Sell |
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|
2024
Q2 | $4.41M | Sell |
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|
2024
Q1 | $4.72M | Sell |
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|
2023
Q4 | $5.05M | Buy |
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|
2023
Q3 | $659K | Sell |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $1.33M | Sell |
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|
2022
Q4 | $1.58M | Sell |
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|
2022
Q3 | $2.73M | Buy |
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|
2022
Q2 | $2.24M | Sell |
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|
2022
Q1 | $2.63M | Buy |
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|
2021
Q4 | $780K | Sell |
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|
2021
Q3 | $825K | Hold |
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|
2021
Q2 | $830K | Buy |
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|
2021
Q1 | $424K | Buy |
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|
2020
Q4 | $430K | Hold |
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|
2020
Q3 | $431K | Sell |
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|
2020
Q2 | $437K | Buy |
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|
2020
Q1 | $405K | Sell |
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|
2019
Q4 | $580K | Hold |
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|
2019
Q3 | $581K | Sell |
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|
2019
Q2 | $578K | Hold |
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|
2019
Q1 | $562K | Sell |
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|
2018
Q4 | $603K | Buy |
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