Empirical Asset Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$767K Buy
17,591
+3,683
+26% +$161K 0.24% 127
2025
Q1
$604K Buy
13,908
+7,146
+106% +$310K 0.21% 144
2024
Q4
$290K Buy
+6,762
New +$290K 0.1% 228