Frazier Financial Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$161K Hold
2025
Q2
$158K Hold
2025
Q1
$158K Hold
2024
Q4
$156K Hold
2024
Q3
$162K Hold
2024
Q2
$156K Sell
2024
Q1
$253K Hold
2023
Q4
$257K Buy