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Sovran Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Sovran Advisors’s Portfolio AGGY Stock Details AGGY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$298K Sell
6,881
-10,334
-60% -$447K 0.03% 403
2025
Q1 		$739K Buy
17,215
+5,018
+41% +$216K 0.1% 217
2024
Q4 		$517K Buy
+12,197
New +$517K 0.07% 250