Covestor’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$91K	Buy	2,091 +408	+24%	+$18K	0.06%	336
2025 Q4	$74K	Buy	1,683 +32	+2%	+$1.42K	0.04%	727
2025 Q3	$73K	Buy	1,651 +124	+8%	+$5.43K	0.04%	727
2025 Q2	$67K	Buy	1,527 +198	+15%	+$8.52K	0.04%	770
2025 Q1	$58K	Buy	1,329 +267	+25%	+$11.5K	0.04%	782
2024 Q4	$46K	Buy	1,062 +400	+60%	+$17.5K	0.03%	886
2024 Q3	$30K	Buy	662 +49	+8%	+$2.16K	0.02%	1056
2024 Q2	$26K	Buy	613 +60	+11%	+$2.57K	0.02%	1094
2024 Q1	$24K	Buy	553 +56	+11%	+$2.43K	0.02%	1150
2023 Q4	$22K	Sell	497 -44	-8%	-$1.86K	0.02%	1154
2023 Q3	$22K	Sell	541 -9	-2%	-$383	0.02%	1071
2023 Q2	$24K	Sell	550 -110	-17%	-$4.78K	0.02%	1047
2023 Q1	$29K	Sell	660 -79	-11%	-$3.44K	0.03%	888
2022 Q4	$32K	Buy	739 +18	+2%	+$765	0.03%	889
2022 Q3	$30K	Sell	721 -282	-28%	-$12.6K	0.03%	889
2022 Q2	$45K	Sell	1,003 -325	-24%	-$14.8K	0.04%	770
2022 Q1	$64K	Sell	1,328 -384	-22%	-$19K	0.04%	713
2021 Q4	$89K	Buy	+1,712	New	+$88.7K	0.12%	215