Oxford 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
2022
Q4
Sell
-7,200
Closed -$304K 263
2022
Q3
$304K Hold
7,200
0.05% 132
2022
Q2
$322K Buy
+7,200
New +$322K 0.05% 142