Number of Shares
14,515.00
Current Holdings Value*
$758,410.00
% of Portfolio
19.74%
Total Estimate Gain
$-85,665.95
% of Total Estimate Gain
-12.03%

WisdomTree Balanced Income Fund's WisdomTree Yield Enhanced U.S. Aggregate Bond Fund Holding Summary

As of 2019-12-31, WisdomTree Trust held 14,515.00 shares of WisdomTree Yield Enhanced U.S. Aggregate Bond Fund(AGGY), totaling $758,410.00. This investment constitutes 19.74% of their stock portfolio, and WisdomTree Trust now holds 0.07% of the outstanding WisdomTree Yield Enhanced U.S. Aggregate Bond Fund(AGGY) stock.

The initial trade took place in 2019Q3. And since then WisdomTree Balanced Income Fund has made 1 purchases of AGGY, at an average price of $49.06, for a total of 14,515.00 shares. Based on historical transaction data and AGGY's current price of $43.16, WisdomTree Balanced Income Fund's estimated gain on his AGGY holdings is $-85,665.95, reflecting a -12.03% gain to date.

WisdomTree Balanced Income Fund AGGY ($43.16) Holding Chart

WisdomTree Balanced Income Fund AGGY ($43.16) 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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