Stifel Financial’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 | $5.71M | Sell |
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|
2025
Q1 | $5.83M | Sell |
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|
2024
Q4 | $5.88M | Sell |
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|
2024
Q3 | $6.75M | Buy |
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|
2024
Q2 | $5.31M | Sell |
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|
2024
Q1 | $5.51M | Buy |
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|
2023
Q4 | $1.6M | Buy |
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|
2023
Q3 | $461K | Sell |
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|
2023
Q2 | $484K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $631K | Sell |
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|
2020
Q2 | $955K | Buy |
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