Waverly Advisors’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 | $6.29M | Buy |
144,280
+4,860
| +3% | +$212K | 0.07% | 266 |
|
|
2025
Q1 | $6.06M | Buy |
139,420
+12,427
| +10% | +$540K | 0.07% | 254 |
|
|
2024
Q4 | $5.45M | Buy |
126,993
+13,481
| +12% | +$579K | 0.08% | 207 |
|
|
2024
Q3 | $5.08M | Buy |
113,512
+2,559
| +2% | +$114K | 0.09% | 195 |
|
|
2024
Q2 | $4.77M | Buy |
110,953
+15,486
| +16% | +$665K | 0.09% | 194 |
|
|
2024
Q1 | $4.14M | Buy |
+95,467
| New | +$4.14M | 0.1% | 167 |
|