Adamsbrown Wealth Consultants’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-46,632	Closed	-$1.01M	–	79
2023 Q1	$1.01M	Buy	46,632 +3,152	+7%	+$68.6K	0.59%	27
2022 Q4	$945K	Buy	43,480 +9,800	+29%	+$213K	0.57%	28
2022 Q3	$768K	Buy	33,680 +21,558	+178%	+$492K	0.58%	32
2022 Q2	$276K	Buy	+12,122	New	+$276K	0.22%	64