SFE Investment Counsel’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
Q2
$658K Sell
15,091
-12,843
-46% -$560K 0.12% 94
2025
Q1
$1.21M Buy
+27,934
New +$1.21M 0.24% 83