Pinnacle Financial Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$610K	Sell	14,050 -389	-3%	-$17.1K	0.17%	61
2025 Q4	$636K	Hold	14,439	–	–	0.18%	54
2025 Q3	$639K	Buy	14,439 +428	+3%	+$18.7K	0.19%	53
2025 Q2	$611K	Hold	14,011	–	–	0.2%	51
2025 Q1	$608K	Hold	14,011	–	–	0.22%	49
2024 Q4	$601K	Sell	14,011 -18	-0.1%	-$786	0.24%	43
2024 Q3	$627K	Hold	14,029	–	–	0.25%	39
2024 Q2	$603K	Hold	14,029	–	–	0.26%	38
2024 Q1	$609K	Sell	14,029 -746	-5%	-$32.4K	0.27%	37
2023 Q4	$650K	Hold	14,775	–	–	0.33%	37
2023 Q3	$613K	Buy	14,775 +855	+6%	+$36.3K	0.37%	34
2023 Q2	$600K	Hold	13,920	–	–	0.34%	35
2023 Q1	$608K	Buy	13,920 +650	+5%	+$28.3K	0.36%	36
2022 Q4	$566K	Sell	13,270 -1,630	-11%	-$69.3K	0.4%	34
2022 Q3	$629K	Buy	14,900 +7,465	+100%	+$333K	0.54%	30
2022 Q2	$332K	Buy	+7,435	New	+$338K	0.28%	42