WR Wealth Planners’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

WR Wealth Planners’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
2024 Q4	–	Sell
2024 Q3	$9.75K	Hold
2024 Q2	$9.37K	Hold
2024 Q1	$9.46K	Buy
2023 Q4	–	Sell
2023 Q3	$9.05K	Hold
2023 Q2	$9.39K	Hold
2023 Q1	$9.52K	Buy