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Lionshead Wealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Lionshead Wealth Management’s Portfolio AGGY Stock Details AGGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$293K Buy
6,712
+1,578
+31% +$68.8K 0.27% 76
2025
Q1 		$223K Sell
5,134
-3,642
-41% -$158K 0.23% 79
2024
Q4 		$377K Buy
+8,776
New +$377K 0.27% 71