Cerity Partners’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
2024 Q2	–	Sell	-7,554	Closed	-$328K	–	2225
2024 Q1	$328K	Sell	7,554 -11,303	-60%	-$491K	﹤0.01%	1820
2023 Q4	$830K	Buy	18,857 +3,808	+25%	+$168K	﹤0.01%	1051
2023 Q3	$625K	Buy	+15,049	New	+$625K	﹤0.01%	891