Calton & Associates’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-4,474	Closed	-$229K	–	407
2021 Q1	$229K	Buy	4,474 +153	+4%	+$7.83K	0.04%	347
2020 Q4	$232K	Buy	+4,321	New	+$232K	0.04%	327