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FLP Wealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

FLP Wealth Management’s Portfolio AGGY Stock Details AGGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,098
Closed -$47.1K – 66
2024
Q4 		$47.1K Buy
+1,098
New +$47.1K 0.12% 109