Western Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $534K | Sell |
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2025
Q1 | $540K | Sell |
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|
2024
Q4 | $540K | Sell |
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|
2024
Q3 | $611K | Buy |
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|
2024
Q2 | $586K | Sell |
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|
2024
Q1 | $593K | Sell |
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|
2023
Q4 | $632K | Buy |
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|
2023
Q3 | $589K | Sell |
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|
2023
Q2 | $775K | Buy |
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|
2023
Q1 | $739K | Buy |
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|
2022
Q4 | $575K | Sell |
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|
2022
Q3 | $800K | Buy |
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|
2022
Q2 | $559K | Buy |
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|
2022
Q1 | $364K | Buy |
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|
2021
Q4 | $301K | Buy |
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|
2021
Q2 | $233K | Sell |
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|
2021
Q1 | $335K | Buy |
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|
2020
Q4 | $210K | Buy |
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