American Financial & Tax Strategies’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.79M Sell
2025
Q2
$2.79M Sell
2025
Q1
$2.93M Sell
2024
Q4
$2.98M Hold
2024
Q3
$3.11M Sell
2024
Q2
$3.04M Sell
2024
Q1
$3.08M Sell
2023
Q4
$3.14M Buy