Cary Street Partners Investment Advisory’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
2023
Q4
Sell
-252
Closed -$10.5K 667
2023
Q3
$10.5K Hold
252
﹤0.01% 1291
2023
Q2
$10.9K Buy
+252
New +$10.9K ﹤0.01% 1219