Raymond James Financial
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Raymond James Financial’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Raymond James Financial’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 		$11.3M Buy
258,846
+37,482
+17% +$1.64M ﹤0.01% 1765
2025
Q1 		$9.61M Sell
221,364
-323
-0.1% -$14K ﹤0.01% 1837
2024
Q4 		$9.51M Buy
+221,687
New +$9.51M ﹤0.01% 1891