Defined Financial Planning’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
2025 Q2	$5.95M	Sell	137,948 -22,888	-14%	-$986K	5.28%	5
2025 Q1	$7M	Buy	160,836 +13,963	+10%	+$608K	7.1%	3
2024 Q4	$6.3M	Buy	+146,873	New	+$6.3M	6.73%	4