Number of Shares
719.00
Current Holdings Value*
$31,230.00
% of Portfolio
16.35%
Total Estimate Gain
$423.28
% of Total Estimate Gain
1.38%

WisdomTree Siegel Moderate Digital Fund's WisdomTree Yield Enhanced U.S. Aggregate Bond Fund Holding Summary

As of 2025-03-31, WisdomTree Siegel Moderate Digital Fund held 719.00 shares of WisdomTree Yield Enhanced U.S. Aggregate Bond Fund(AGGY), totaling $31,230.00. This investment constitutes 16.35% of their stock portfolio, and WisdomTree Siegel Moderate Digital Fund now holds 0% of the outstanding WisdomTree Yield Enhanced U.S. Aggregate Bond Fund(AGGY) stock.

The initial trade took place in 2023Q4. And since then WisdomTree Siegel Moderate Digital Fund has made 5 purchases of AGGY, at an average price of $42.72, for a total of 719.00 shares. Based on historical transaction data and AGGY's current price of $43.31, WisdomTree Siegel Moderate Digital Fund's estimated gain on his AGGY holdings is $423.28, reflecting a 1.38% gain to date.

WisdomTree Siegel Moderate Digital Fund AGGY ($43.31) Holding Chart

WisdomTree Siegel Moderate Digital Fund AGGY ($43.31) 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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