Gateway Wealth Partners’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
Q2
$600K Buy
2025
Q1
$551K Buy
2024
Q4
$468K Buy
2024
Q3
$486K Buy
2024
Q2
$458K Sell
2024
Q1
$467K Sell
2023
Q4
$487K Buy
2023
Q3
$443K Buy
2023
Q2
$410K Buy