Team Financial Group’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 | $299K | Sell |
6,847
-157
| -2% | -$6.85K | 0.15% | 33 |
|
|
2025
Q1 | $304K | Buy |
7,004
+435
| +7% | +$18.9K | 0.18% | 33 |
|
|
2024
Q4 | $282K | Sell |
6,569
-114
| -2% | -$4.89K | 0.16% | 31 |
|
|
2024
Q3 | $299K | Sell |
6,683
-5
| -0.1% | -$224 | 0.18% | 30 |
|
|
2024
Q2 | $287K | Buy |
6,688
+64
| +1% | +$2.75K | 0.18% | 27 |
|
|
2024
Q1 | $287K | Sell |
6,624
-1,245
| -16% | -$54K | 0.19% | 27 |
|
|
2023
Q4 | $346K | Sell |
7,869
-171
| -2% | -$7.53K | 0.25% | 23 |
|
|
2023
Q3 | $334K | Buy |
+8,040
| New | +$334K | 0.28% | 21 |
|