Drive Wealth Management’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
$354K Sell
8,115
-615
-7% -$26.8K 0.08% 212
2025
Q1
$379K Buy
8,730
+159
+2% +$6.91K 0.09% 178
2024
Q4
$368K Buy
8,571
+2,345
+38% +$101K 0.09% 178
2024
Q3
$278K Buy
+6,226
New +$278K 0.07% 228