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

Atria Wealth Solutions’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
2025 Q2	$546K	Buy
2025 Q1	$251K	Buy
2024 Q4	–	Sell
2024 Q3	$203K	Buy
2023 Q3	–	Sell
2023 Q2	$209K	Buy
2022 Q2	–	Sell
2022 Q1	$232K	Buy