Stratos Investment Management’s WisdomTree Voya Yield Enhanced USD Universal Bond Fund UNIY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Buy |
6,835
+6
| +0.1% | +$292 | 0.02% | 291 |
|
|
2025
Q1 | $332K | Buy |
6,829
+19
| +0.3% | +$923 | 0.02% | 246 |
|
|
2024
Q4 | $327K | Buy |
6,810
+6
| +0.1% | +$288 | 0.02% | 203 |
|
|
2024
Q3 | $341K | Sell |
6,804
-81
| -1% | -$4.06K | 0.02% | 190 |
|
|
2024
Q2 | $332K | Buy |
6,885
+2,646
| +62% | +$127K | 0.03% | 172 |
|
|
2024
Q1 | $207K | Sell |
4,239
-459
| -10% | -$22.4K | 0.02% | 196 |
|
|
2023
Q4 | $232K | Buy |
4,698
+12
| +0.3% | +$594 | 0.03% | 172 |
|
|
2023
Q3 | $220K | Buy |
4,686
+10
| +0.2% | +$469 | 0.03% | 155 |
|
|
2023
Q2 | $228K | Buy |
+4,676
| New | +$228K | 0.03% | 161 |
|