Winch Advisory Services’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 | $706K | Sell |
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|
2025
Q1 | $757K | Buy |
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|
2024
Q4 | $718K | Buy |
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|
2024
Q3 | $568K | Buy |
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|
2024
Q2 | $522K | Buy |
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|
2024
Q1 | $437K | Buy |
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|
2023
Q4 | $331K | Buy |
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|
2023
Q3 | $229K | Buy |
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|
2023
Q2 | $197K | Buy |
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|
2023
Q1 | $180K | Buy |
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|
2022
Q4 | $145K | Buy |
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|
2022
Q3 | $138K | Buy |
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|
2022
Q2 | $127K | Sell |
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|
2022
Q1 | $490K | Sell |
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|
2021
Q4 | $538K | Sell |
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|
2021
Q3 | $642K | Buy |
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|
2021
Q2 | $644K | Buy |
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|
2021
Q1 | $619K | Buy |
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|
2020
Q4 | $623K | Buy |
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|
2020
Q3 | $618K | Buy |
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|
2020
Q2 | $525K | Sell |
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|
2020
Q1 | $742K | Buy |
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|
2019
Q4 | $745K | Buy |
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|
2019
Q3 | $741K | Buy |
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|
2019
Q2 | $232K | Buy |
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