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

ORG Partners’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 		$426K Buy
9,767
+3,649
+60% +$159K 0.09% 191
2025
Q1 		$266K Buy
6,118
+3,157
+107% +$137K 0.07% 225
2024
Q4 		$127K Buy
+2,961
New +$127K 0.02% 385