Team Financial Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$306K Buy
2025
Q2
$299K Sell
2025
Q1
$304K Buy
2024
Q4
$282K Sell
2024
Q3
$299K Sell
2024
Q2
$287K Buy
2024
Q1
$287K Sell
2023
Q4
$346K Sell
2023
Q3
$334K Buy