S.C. Financial Services’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
$243K Buy
5,697
+386
+7% +$16.5K 0.37% 93
2022
Q3
$224K Buy
5,311
+315
+6% +$13.3K 0.36% 98
2022
Q2
$223K Buy
+4,996
New +$223K 0.34% 99