Wealthcare Advisory Partners’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
$314K Buy
7,206
+1,507
+26% +$65.8K 0.01% 776
2025
Q1
$248K Buy
+5,699
New +$248K 0.01% 813
2021
Q2
Sell
-3,560
Closed -$182K 576
2021
Q1
$182K Sell
3,560
-193
-5% -$9.87K 0.01% 504
2020
Q4
$202K Buy
+3,753
New +$202K 0.02% 398