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

Avior Wealth Management’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 Q1	–	Sell
2024 Q4	$112K	Sell
2024 Q3	$116K	Buy
2024 Q2	$94.2K	Sell
2024 Q1	$145K	Buy
2023 Q4	–	Sell
2023 Q3	$276K	Buy
2023 Q2	$275K	Buy
2023 Q1	$266K	Buy