Wealth Enhancement Advisory Services’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 |
-8,929
| Closed | -$388K | – | 3343 |
|
|
2025
Q1 | $388K | Buy |
8,929
+3,571
| +67% | +$155K | ﹤0.01% | 2214 |
|
|
2024
Q4 | $230K | Sell |
5,358
-270
| -5% | -$11.6K | ﹤0.01% | 2566 |
|
|
2024
Q3 | $252K | Buy |
5,628
+750
| +15% | +$33.5K | ﹤0.01% | 2278 |
|
|
2024
Q2 | $210K | Sell |
4,878
-1,068,669
| -100% | -$45.9M | ﹤0.01% | 2260 |
|
|
2024
Q1 | $46.6M | Buy |
1,073,547
+319,942
| +42% | +$13.9M | 0.12% | 172 |
|
|
2023
Q4 | $33.2M | Sell |
753,605
-291,730
| -28% | -$12.8M | 0.1% | 205 |
|
|
2023
Q3 | $43.4M | Buy |
+1,045,335
| New | +$43.4M | 0.14% | 146 |
|