Symphony Financial’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 | $1.66M | Buy |
+38,088
| New | +$1.66M | 0.22% | 93 |
|
|
2025
Q1 | – | Sell |
-403,739
| Closed | -$17.4M | – | 96 |
|
|
2024
Q4 | $17.4M | Buy |
403,739
+32,974
| +9% | +$1.42M | 2.73% | 5 |
|
|
2024
Q3 | $16.6M | Buy |
370,765
+35,487
| +11% | +$1.59M | 2.75% | 6 |
|
|
2024
Q2 | $14.5M | Buy |
335,278
+26,805
| +9% | +$1.16M | 2.64% | 7 |
|
|
2024
Q1 | $13.4M | Buy |
308,473
+42,215
| +16% | +$1.83M | 3.12% | 4 |
|
|
2023
Q4 | $11.6M | Buy |
266,258
+69,978
| +36% | +$3.05M | 2.5% | 8 |
|
|
2023
Q3 | $8.1M | Buy |
196,280
+73,468
| +60% | +$3.03M | 1.98% | 15 |
|
|
2023
Q2 | $5.28M | Buy |
+122,812
| New | +$5.28M | 1.3% | 21 |
|