WISDOMTREE TR

Ticker: AGGY CUSIP: 97717X511 Class: YIELD ENHANCD US

Schwallier Wealth Management LLC's Holding History (CIK: 0001934951)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025
Shares 4,755 Value ($000) $211 Avg Close Range
Q2 2025
Shares 18,751 Value ($000) $818 Avg Close Range
Q1 2025
Shares 48,288 Value ($000) $2,097 Avg Close Range
Q4 2024
Shares 259,106 Value ($000) $11,121 Avg Close Range
Q3 2024
Shares 253,272 Value ($000) $11,324 Avg Close Range
Q2 2024
Shares 240,950 Value ($000) $10,351 Avg Close Range
Q1 2024
Shares 225,811 Value ($000) $9,800 Avg Close Range
Q4 2023
Shares 266,564 Value ($000) $11,734 Avg Close Range