AJ WEALTH STRATEGIES, LLC – WisdomTree Yield Enhanced U.S. Aggregate Bond Fund Transaction History
AJ WEALTH STRATEGIES, LLC portfolio value:
$68.62M
portfolio value
AJ WEALTH STRATEGIES, LLC quarter portfolio value change:
-5.57%
quarter
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -13.41% | -251.75K shares | -15.30M | $42.22 | 1.62M |
| Q2 2022 | share | Increase | +1988.95% | 1.78M shares | 79.62M | $44.71 | 1.87M |
| Q1 2022 | share | Increase | +616.69% | 77.32K shares | 3.65M | $47.85 | 89.85K |
| Q4 2021 | share | Decrease | -10.36% | -1.44K shares | -78K | $51.64 | 12.53K |
| Q3 2021 | share | Decrease | -7.19% | -1.08K shares | -61K | $51.75 | 13.98K |
| Q2 2021 | share | Decrease | -0.69% | -105 shares | 10K | $51.78 | 15.07K |
| Q1 2021 | share | Increase | +134.36% | 8.7K shares | 429K | $50.52 | 15.17K |
| Q4 2020 | share | Decrease | -45.22% | -5.34K shares | -288K | $52.69 | 6.47K |
| Q3 2020 | share | Increase | +173.17% | 7.49K shares | 403K | $52.25 | 11.82K |
| Q2 2020 | share | 0.00% | 0 shares | 10K | $51.97 | 4.32K | |
| Q1 2020 | share | Decrease | -98.59% | -302.25K shares | -15.79M | $49.56 | 4.32K |
| Q4 2019 | share | Decrease | -48.74% | -291.55K shares | -15.25M | $49.77 | 306.58K |
| Q3 2019 | share | Increase | 0.00% | 598.13K shares | 31.27M | $49.42 | 598.13K |