Atria Investments’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Atria Investments’s Portfolio AGGY Stock Details AGGY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.4M	Buy	263,486 +1,719	+0.7%	+$75.7K	0.13%	169
2025 Q4	$11.5M	Sell	261,767 -13,335	-5%	-$591K	0.13%	164
2025 Q3	$12.2M	Buy	275,102 +24,638	+10%	+$1.08M	0.14%	147
2025 Q2	$10.9M	Sell	250,464 -15,106	-6%	-$650K	0.13%	171
2025 Q1	$11.5M	Sell	265,570 -10,798	-4%	-$466K	0.15%	156
2024 Q4	$11.9M	Buy	276,368 +52,601	+24%	+$2.3M	0.15%	158
2024 Q3	$10M	Buy	223,767 +40,973	+22%	+$1.81M	0.12%	185
2024 Q2	$7.85M	Buy	182,794 +7,455	+4%	+$319K	0.1%	225
2024 Q1	$7.61M	Buy	175,339 +22,068	+14%	+$958K	0.1%	233
2023 Q4	$6.75M	Buy	153,271 +68,926	+82%	+$2.91M	0.1%	231
2023 Q3	$3.5M	Buy	84,345 +17,864	+27%	+$759K	0.06%	375
2023 Q2	$2.86M	Buy	66,481 +7,748	+13%	+$337K	0.05%	437
2023 Q1	$2.57M	Buy	+58,733	New	+$2.56M	0.05%	454
2021 Q3	–	Sell	-21,245	Closed	-$1.11M	–	784
2021 Q2	$1.11M	Sell	21,245 -4,514	-18%	-$234K	0.02%	719
2021 Q1	$1.32M	Buy	+25,759	New	+$1.35M	0.03%	604
2020 Q3	–	Sell	-38,158	Closed	-$2.05M	–	580
2020 Q2	$2.05M	Buy	+38,158	New	+$2.03M	0.07%	299
2019 Q2	–	Sell	-124,123	Closed	-$6.18M	–	961
2019 Q1	$6.18M	Buy	124,123 +110,702	+825%	+$5.41M	0.26%	82
2018 Q4	$647K	Sell	13,421 -16,573	-55%	-$791K	0.03%	417
2018 Q3	$1.45M	Sell	29,994 -138,646	-82%	-$6.74M	0.06%	300
2018 Q2	$8.17M	Buy	168,640 +15,792	+10%	+$768K	0.36%	49
2018 Q1	$7.54M	Buy	152,848 +2,692	+2%	+$133K	0.36%	47
2017 Q4	$7.62M	Buy	150,156 +11,997	+9%	+$608K	0.38%	42
2017 Q3	$7.01M	Buy	138,159 +8,218	+6%	+$417K	0.38%	47
2017 Q2	$6.56M	Buy	129,941 +6,712	+5%	+$338K	0.4%	43
2017 Q1	$6.14M	Buy	123,229 +14,365	+13%	+$714K	0.4%	42
2016 Q4	$5.4M	Buy	108,864 +7,438	+7%	+$375K	0.41%	40
2016 Q3	$5.27M	Buy	101,426 +26,729	+36%	+$1.39M	0.48%	34
2016 Q2	$3.9M	Buy	74,697 +24,391	+48%	+$1.24M	0.42%	35
2016 Q1	$2.54M	Buy	+50,306	New	+$2.5M	0.29%	51