WealthPlan Investment Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

WealthPlan Investment Management’s Portfolio AGGY Stock Details AGGY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.82M	Buy
2025 Q2	$2.72M	Sell
2025 Q1	$2.72M	Sell
2024 Q4	$2.82M	Sell
2024 Q3	$3.05M	Buy
2023 Q1	–	Sell
2022 Q4	$3.46M	Sell
2022 Q3	$3.53M	Buy
2022 Q1	$3.67M	Buy