Number of Shares
252,128.00
Current Holdings Value*
$13.03 Mil
% of Portfolio
10.74%
Total Estimate Gain
$-2.08 Mil
% of Total Estimate Gain
-15.71%

JD Financial Services Inc.'s WisdomTree Yield Enhanced U.S. Aggregate Bond Fund Holding Summary

As of 2021-12-31, JD Financial Services Inc. held 252,128.00 shares of WisdomTree Yield Enhanced U.S. Aggregate Bond Fund(AGGY), totaling $13.03 Mil. This investment constitutes 10.74% of their stock portfolio, and JD Financial Services Inc. now holds 1.17% of the outstanding WisdomTree Yield Enhanced U.S. Aggregate Bond Fund(AGGY) stock.

The initial trade took place in 2021Q1. And since then JD Financial Services Inc. has made 3 purchases of AGGY, at an average price of $51.77, for a total of 256,014.00 shares. In addition, there have been 1 sales at an average price of $51.59 for 3,886.00 shares. Based on historical transaction data and AGGY's current price of $43.52, JD Financial Services Inc.'s estimated gain on his AGGY holdings is $-2.08 Mil, reflecting a -15.71% gain to date.

JD Financial Services Inc. AGGY ($43.52) Holding Chart

JD Financial Services Inc. AGGY ($43.52) 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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