Tidemark’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 | $21.8K | Hold |
500
| – | – | 0.01% | 352 |
|
|
2025
Q1 | $21.7K | Hold |
500
| – | – | 0.01% | 333 |
|
|
2024
Q4 | $21.5K | Hold |
500
| – | – | 0.01% | 340 |
|
|
2024
Q3 | $22.4K | Hold |
500
| – | – | 0.01% | 318 |
|
|
2024
Q2 | $21.5K | Hold |
500
| – | – | 0.01% | 313 |
|
|
2024
Q1 | $21.7K | Sell |
500
-119
| -19% | -$5.17K | 0.01% | 324 |
|
|
2023
Q4 | $27.2K | Buy |
+619
| New | +$27.2K | 0.02% | 297 |
|