Heritage Wealth Management (Arizona)’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
2022 Q4	$15.8K	Buy	370 +185	+100%	+$7.89K	﹤0.01%	717
2022 Q3	$8K	Hold	185	–	–	﹤0.01%	684
2022 Q2	$8.27K	Hold	185	–	–	﹤0.01%	694
2022 Q1	$9K	Buy	+185	New	+$9K	﹤0.01%	718
2021 Q3	$10K	Hold	185	–	–	﹤0.01%	646
2021 Q2	$10K	Buy	+185	New	+$10K	﹤0.01%	649