Jim Simons WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund

Current Value of Holding

$0

Shares

0

% of Portfolio

0.00%

Average Buy Price

$42.9

Avg closing price
Price range
Jim Simons Portfolio Stock Details (AGGY)

13 Jim Simons WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund Trades

The first WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund trade was made in Q4 2020. Since then Jim Simons bought shares five more times and sold shares on seven occasions. The investor completely sold their stake between Q1 2024 and Q2 2024.

Avg closing price
Price range
Sold -26.3 Thousand shares Q2 2024
Avg closing price $42.82
Price range $42.10 - $43.44
Sold 23.9% shares (-8.25 Thousand shares) Q1 2024
Avg closing price $43.41
Price range $42.98 - $43.99
Increased shares by 109.4% (+18.1 Thousand shares) Q4 2023
Avg closing price $42.18
Price range $40.67 - $44.21
Increased shares by 103.7% (+8.4 Thousand shares) Q3 2023
Avg closing price $42.51
Price range $41.45 - $43.41
Sold 67.7% shares (-17 Thousand shares) Q2 2023
Avg closing price $43.45
Price range $42.79 - $44.17
New holding (+25.1 Thousand shares) Q1 2023
Avg closing price $43.50
Price range $42.44 - $44.52
Sold -24.4 Thousand shares Q3 2022
Avg closing price $44.64
Price range $41.91 - $46.15
Increased shares by 197.5% (+16.2 Thousand shares) Q2 2022
Avg closing price $45.48
Price range $43.60 - $47.89
New holding (+8.2 Thousand shares) Q1 2022
Avg closing price $49.41
Price range $47.38 - $51.33
Sold -5.9 Thousand shares Q3 2021
Avg closing price $52.61
Price range $51.92 - $53.01
Sold 42.6% shares (-4.38 Thousand shares) Q2 2021
Avg closing price $51.80
Price range $51.34 - $52.27
Sold 61.6% shares (-16.5 Thousand shares) Q1 2021
Avg closing price $52.41
Price range $51.09 - $53.61
New holding (+26.8 Thousand shares) Q4 2020
Avg closing price $53.64
Price range $53.28 - $53.95
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