AE Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.9K | Hold |
805
| – | – | ﹤0.01% | 1785 |
|
|
2025
Q1 | $18K | Hold |
805
| – | – | ﹤0.01% | 1766 |
|
|
2024
Q4 | $18.1K | Buy |
+805
| New | +$18.1K | ﹤0.01% | 1755 |
|
|
2024
Q1 | – | Sell |
-119,405
| Closed | -$2.62M | – | 1164 |
|
|
2023
Q4 | $2.62M | Buy |
+119,405
| New | +$2.62M | 0.01% | 814 |
|
|
2022
Q3 | – | Sell |
-1,047,056
| Closed | -$23.9M | – | 1739 |
|
|
2022
Q2 | $23.9M | Sell |
1,047,056
-20,878
| -2% | -$476K | 0.19% | 132 |
|
|
2022
Q1 | $24.8M | Buy |
+1,067,934
| New | +$24.8M | 0.17% | 129 |
|
|
2021
Q2 | – | Sell |
-8,826
| Closed | -$207K | – | 1562 |
|
|
2021
Q1 | $207K | Buy |
+8,826
| New | +$207K | ﹤0.01% | 1391 |
|
|
2020
Q2 | – | Sell |
-14,692
| Closed | -$338K | – | 1244 |
|
|
2020
Q1 | $338K | Sell |
14,692
-23,186
| -61% | -$533K | 0.01% | 842 |
|
|
2019
Q4 | $910K | Sell |
37,878
-2,052
| -5% | -$49.3K | 0.02% | 548 |
|
|
2019
Q3 | $954K | Buy |
39,930
+2,988
| +8% | +$71.4K | 0.03% | 460 |
|
|
2019
Q2 | $880K | Buy |
36,942
+7,964
| +27% | +$190K | 0.03% | 437 |
|
|
2019
Q1 | $692K | Buy |
+28,978
| New | +$692K | 0.05% | 280 |
|