Plante Moran Financial Advisors’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
2025 Q1	–	Sell	-73	Closed	-$3.13K	–	794
2024 Q4	$3.13K	Hold	73	–	–	﹤0.01%	745
2024 Q3	$3.26K	Buy	+73	New	+$3.26K	﹤0.01%	722