Advisor Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $333K | Buy |
13,832
+950
| +7% | +$22.9K | ﹤0.01% | 1969 |
|
|
2019
Q3 | $308K | Buy |
12,882
+1,912
| +17% | +$45.7K | ﹤0.01% | 1987 |
|
|
2019
Q2 | $262K | Sell |
10,970
-1,784
| -14% | -$42.6K | ﹤0.01% | 2094 |
|
|
2019
Q1 | $305K | Buy |
12,754
+2,304
| +22% | +$55.1K | ﹤0.01% | 1959 |
|
|
2018
Q4 | $247K | Buy |
10,450
+2,738
| +36% | +$64.7K | ﹤0.01% | 1937 |
|
|
2018
Q3 | $185K | Buy |
7,712
+7,154
| +1,282% | +$172K | ﹤0.01% | 2218 |
|
|
2018
Q2 | $13K | Sell |
558
-644
| -54% | -$15K | ﹤0.01% | 3924 |
|
|
2018
Q1 | $29K | Buy |
+1,202
| New | +$29K | ﹤0.01% | 3442 |
|
|
2017
Q2 | – | Sell |
-138
| Closed | -$3K | – | 4759 |
|
|
2017
Q1 | $3K | Sell |
138
-120
| -47% | -$2.61K | ﹤0.01% | 4271 |
|
|
2016
Q4 | $6K | Hold |
258
| – | – | ﹤0.01% | 3819 |
|
|
2016
Q3 | $6K | Hold |
258
| – | – | ﹤0.01% | 3795 |
|
|
2016
Q2 | $6K | Buy |
+258
| New | +$6K | ﹤0.01% | 3679 |
|