WealthPlan Investment Management’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 | $2.72M | Sell |
62,237
-405
| -0.6% | -$17.7K | 0.2% | 107 |
|
|
2025
Q1 | $2.72M | Sell |
62,642
-3,150
| -5% | -$137K | 0.27% | 87 |
|
|
2024
Q4 | $2.82M | Sell |
65,792
-2,500
| -4% | -$107K | 0.28% | 89 |
|
|
2024
Q3 | $3.05M | Buy |
+68,292
| New | +$3.05M | 0.31% | 82 |
|
|
2023
Q1 | – | Sell |
-79,592
| Closed | -$3.46M | – | 444 |
|
|
2022
Q4 | $3.46M | Sell |
79,592
-778
| -1% | -$33.9K | 0.24% | 88 |
|
|
2022
Q3 | $3.53M | Buy |
+80,370
| New | +$3.53M | 0.26% | 81 |
|
|
2022
Q1 | $3.67M | Buy |
+80,690
| New | +$3.67M | 0.25% | 86 |
|