Western Wealth Management’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
2026 Q1	$270K	Buy	6,215 +4	+0.1%	+$176	0.01%	834
2025 Q4	$274K	Sell	6,211 -6,108	-50%	-$271K	0.01%	690
2025 Q3	$545K	Buy	12,319 +88	+0.7%	+$3.85K	0.03%	429
2025 Q2	$534K	Sell	12,231 -201	-2%	-$8.65K	0.03%	394
2025 Q1	$540K	Sell	12,432 -151	-1%	-$6.52K	0.04%	366
2024 Q4	$540K	Sell	12,583 -1,083	-8%	-$47.3K	0.04%	363
2024 Q3	$611K	Buy	13,666 +18	+0.1%	+$795	0.03%	410
2024 Q2	$586K	Sell	13,648 -9	-0.1%	-$385	0.04%	327
2024 Q1	$593K	Sell	13,657 -711	-5%	-$30.9K	0.05%	326
2023 Q4	$632K	Buy	14,368 +169	+1%	+$7.13K	0.05%	357
2023 Q3	$589K	Sell	14,199 -3,786	-21%	-$161K	0.05%	350
2023 Q2	$775K	Buy	17,985 +1,070	+6%	+$46.5K	0.07%	286
2023 Q1	$739K	Buy	16,915 +3,444	+26%	+$150K	0.07%	285
2022 Q4	$575K	Sell	13,471 -5,596	-29%	-$238K	0.06%	314
2022 Q3	$800K	Buy	19,067 +6,541	+52%	+$292K	0.05%	364
2022 Q2	$559K	Buy	12,526 +4,936	+65%	+$225K	0.03%	444
2022 Q1	$364K	Buy	7,590 +1,756	+30%	+$86.8K	0.02%	614
2021 Q4	$301K	Buy	+5,834	New	+$302K	0.03%	471
2021 Q2	$233K	Sell	4,466 -2,071	-32%	-$107K	0.02%	558
2021 Q1	$335K	Buy	6,537 +2,635	+68%	+$138K	0.05%	382
2020 Q4	$210K	Buy	+3,902	New	+$209K	0.03%	435