Trinity Wealth Management’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
$789K Sell
2025
Q2
$781K Buy
2025
Q1
$767K Sell
2024
Q4
$929K Sell
2024
Q3
$985K Buy
2024
Q2
$731K Buy
2024
Q1
$621K Sell
2023
Q4
$796K Buy
2023
Q3
$750K Buy
2023
Q2
$763K Buy
2023
Q1
$697K Buy