Wayfinding 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 | – | Sell |
-2,990
| Closed | -$129K | – | 156 |
|
|
2025
Q1 | $129K | Buy |
+2,990
| New | +$129K | 0.06% | 186 |
|
|
2023
Q1 | – | Sell |
-5,078
| Closed | -$255K | – | 105 |
|
|
2022
Q4 | $255K | Buy |
+5,078
| New | +$255K | 0.2% | 75 |
|
|
2022
Q2 | – | Sell |
-6,116
| Closed | -$274K | – | 80 |
|
|
2022
Q1 | $274K | Buy |
6,116
+1,038
| +20% | +$46.5K | 0.23% | 66 |
|
|
2021
Q4 | $255K | Buy |
+5,078
| New | +$255K | 0.2% | 75 |
|