Number of Shares
157,063.00
Current Holdings Value*
$6.82 Mil
% of Portfolio
2.75%
Total Estimate Gain
$-136,366.98
% of Total Estimate Gain
-1.97%

HOWARD BAILEY SECURITIES, LLC's WisdomTree Yield Enhanced U.S. Aggregate Bond Fund Holding Summary

As of 2025-03-31, HOWARD BAILEY SECURITIES, LLC held 157,063.00 shares of WisdomTree Yield Enhanced U.S. Aggregate Bond Fund(AGGY), totaling $6.82 Mil. This investment constitutes 2.75% of their stock portfolio, and HOWARD BAILEY SECURITIES, LLC now holds 0.81% of the outstanding WisdomTree Yield Enhanced U.S. Aggregate Bond Fund(AGGY) stock.

The initial trade took place in 2024Q3. And since then HOWARD BAILEY SECURITIES, LLC has made 2 purchases of AGGY, at an average price of $44.06, for a total of 157,063.00 shares. Based on historical transaction data and AGGY's current price of $43.19, HOWARD BAILEY SECURITIES, LLC's estimated gain on his AGGY holdings is $-136,366.98, reflecting a -1.97% gain to date.

HOWARD BAILEY SECURITIES, LLC AGGY ($43.19) Holding Chart

HOWARD BAILEY SECURITIES, LLC AGGY ($43.19) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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