Townsend Asset Management’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
Q3 | $9.37K | Buy |
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|
2025
Q2 | $9.13K | Buy |
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|
2025
Q1 | $8.99K | Sell |
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|
2024
Q4 | $14.3K | Buy |
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|
2024
Q3 | $14.7K | Sell |
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|
2024
Q2 | $41.5K | Buy |
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|
2024
Q1 | $41.8K | Sell |
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|
2023
Q4 | $123K | Sell |
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|
2023
Q3 | $124K | Sell |
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|
2023
Q2 | $176K | Buy |
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|
2023
Q1 | $177K | Sell |
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|
2022
Q4 | $221K | Sell |
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|
2022
Q3 | $253K | Buy |
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|
2022
Q2 | $267K | Buy |
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|
2022
Q1 | $285K | Buy |
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|
2021
Q4 | $307K | Buy |
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|
2021
Q3 | $308K | Sell |
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|
2021
Q2 | $324K | Buy |
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|
2021
Q1 | $317K | Buy |
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|
2020
Q4 | $332K | Sell |
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|
2020
Q3 | $363K | Buy |
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|
2020
Q2 | $363K | Sell |
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|
2020
Q1 | $355K | Buy |
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