United Advisor 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 | $290K | Sell |
6,657
-1,241
| -16% | -$54.1K | 0.05% | 318 |
|
|
2025
Q1 | $343K | Sell |
7,898
-1,609
| -17% | -$69.9K | 0.07% | 258 |
|
|
2024
Q4 | $408K | Sell |
9,507
-1,324
| -12% | -$56.8K | 0.08% | 232 |
|
|
2024
Q3 | $484K | Buy |
10,831
+35
| +0.3% | +$1.57K | 0.11% | 195 |
|
|
2024
Q2 | $464K | Sell |
10,796
-1,720
| -14% | -$73.9K | 0.14% | 137 |
|
|
2024
Q1 | $543K | Buy |
+12,516
| New | +$543K | 0.2% | 108 |
|