Invenio Wealth Partners’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Invenio Wealth Partners’s Portfolio AGGY Stock Details AGGY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$11.1M	Sell
2024 Q4	$11M	Buy
2024 Q3	$10.6M	Buy
2024 Q2	$9.37M	Buy
2024 Q1	$8.42M	Buy
2023 Q4	$5.73M	Buy
2023 Q3	$2.81M	Buy
2023 Q2	$513K	Buy