Kingdom Financial Group’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
2024 Q1	–	Sell	-19,808	Closed	-$872K	–	64
2023 Q4	$872K	Buy	19,808 +6,039	+44%	+$266K	0.76%	28
2023 Q3	$572K	Buy	13,769 +1,484	+12%	+$61.6K	0.54%	33
2023 Q2	$529K	Buy	+12,285	New	+$529K	0.52%	34