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

Waverly Advisors’s Portfolio AGGY Stock Details AGGY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.29M	Buy
2025 Q1	$6.06M	Buy
2024 Q4	$5.45M	Buy
2024 Q3	$5.08M	Buy
2024 Q2	$4.77M	Buy
2024 Q1	$4.14M	Buy