Envestnet Portfolio Solutions
AGGY icon

Envestnet Portfolio Solutions’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Envestnet Portfolio Solutions’s Portfolio AGGY Stock Details AGGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
2025
Q1 		$213K Sell
2024
Q4 		$567K Buy
2024
Q3 		$557K Buy
2024
Q2 		$522K Buy
2024
Q1 		$455K Buy
2023
Q4 		$350K Buy
2023
Q3 		$311K Buy