Advisory Services Network’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
Q1 | – | Sell |
-94,072
| Closed | -$2.04M | – | 3993 |
|
2022
Q4 | $2.04M | Buy |
94,072
+92
| +0.1% | +$2K | 0.06% | 369 |
|
2022
Q3 | $2.14M | Buy |
93,980
+2,116
| +2% | +$48.2K | 0.08% | 315 |
|
2022
Q2 | $2.09M | Buy |
91,864
+27,578
| +43% | +$629K | 0.07% | 330 |
|
2022
Q1 | $1.49M | Buy |
64,286
+1,152
| +2% | +$26.8K | 0.04% | 493 |
|
2021
Q4 | $1.47M | Buy |
+63,134
| New | +$1.47M | 0.04% | 491 |
|
2019
Q4 | – | Sell |
-66
| Closed | -$2K | – | 3063 |
|
2019
Q3 | $2K | Hold |
66
| – | – | ﹤0.01% | 2610 |
|
2019
Q2 | $2K | Buy |
+66
| New | +$2K | ﹤0.01% | 2608 |
|