Epstein & White Financial’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
2018 Q4	–	Sell	-5,152	Closed	-$248K	–	82
2018 Q3	$248K	Sell	5,152 -10,698	-67%	-$515K	0.16%	74
2018 Q2	$768K	Sell	15,850 -137,982	-90%	-$6.69M	0.57%	22
2018 Q1	$7.57M	Sell	153,832 -41,850	-21%	-$2.06M	4.86%	6
2017 Q4	$9.87M	Buy	+195,682	New	+$9.87M	5.71%	4