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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.9K | Hold |
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2025
Q1 | $18K | Hold |
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|
2024
Q4 | $18.1K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.62M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $23.9M | Sell |
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|
2022
Q1 | $24.8M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $207K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $338K | Sell |
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|
2019
Q4 | $910K | Sell |
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|
2019
Q3 | $954K | Buy |
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|
2019
Q2 | $880K | Buy |
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|
2019
Q1 | $692K | Buy |
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