AWM
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Atticus Wealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Atticus Wealth Management’s Portfolio AGGY Stock Details AGGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$21.9K Sell
502
-202
-29% -$8.82K 0.01% 404
2025
Q1 		$30.6K Sell
704
-5,849
-89% -$254K 0.01% 280
2024
Q4 		$281K Sell
6,553
-861
-12% -$37K 0.09% 97
2024
Q3 		$331K Buy
+7,414
New +$331K 0.11% 90