WealthSource Partners’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
2023
Q4
$2.73M Buy
2022
Q4
Sell
2022
Q3
$828K Sell
2022
Q2
$14.3M Buy
2022
Q1
$8.93M Buy
2021
Q4
$5.79M Buy
2021
Q3
$3.62M Sell
2021
Q2
$3.79M Buy
2021
Q1
$3.46M Buy