Verdence Capital Advisors’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
$231K Sell
2025
Q2
$227K Buy
2025
Q1
$224K Buy
2024
Q4
$219K Buy
2024
Q3
$227K Buy
2024
Q2
$216K Buy
2024
Q1
$216K Sell
2023
Q4
$220K Sell
2023
Q3
$219K Buy