Clear Point Advisors’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 Q4	–	Sell	-756	Closed	-$33.8K	–	115
2024 Q3	$33.8K	Buy	756 +229	+43%	+$10.2K	0.03%	234
2024 Q2	$22.6K	Buy	527 +2	+0.4%	+$86	0.02%	263
2024 Q1	$22.8K	Buy	525 +3	+0.6%	+$130	0.02%	269
2023 Q4	$23K	Buy	+522	New	+$23K	0.02%	255