Diversify Advisory Services’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	$740K	Buy	16,948 +752	+5%	+$32.8K	0.03%	405
2025 Q1	$702K	Buy	16,196 +581	+4%	+$25.2K	0.04%	286
2024 Q4	$663K	Buy	15,615 +178	+1%	+$7.55K	0.04%	300
2024 Q3	$677K	Buy	+15,437	New	+$677K	0.04%	325