Worth Asset 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
2025
Q3
$524K Sell
2025
Q2
$882K Buy
2025
Q1
$597K Sell
2024
Q4
$609K Sell
2024
Q3
$919K Buy
2024
Q2
$853K Buy
2022
Q3
Sell
2022
Q2
$26K Sell
2022
Q1
$49K Buy