Almanack Investment Partners’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
Q3 | – | Sell |
-7,836
| Closed | -$187K | – | 236 |
|
|
2019
Q2 | $187K | Sell |
7,836
-150,206
| -95% | -$3.58M | 0.04% | 186 |
|
|
2019
Q1 | $3.78M | Buy |
158,042
+136,864
| +646% | +$3.27M | 1.07% | 22 |
|
|
2018
Q4 | $500K | Buy |
21,178
+904
| +4% | +$21.3K | 0.15% | 77 |
|
|
2018
Q3 | $484K | Buy |
20,274
+274
| +1% | +$6.54K | 0.13% | 87 |
|
|
2018
Q2 | $478K | Buy |
+20,000
| New | +$478K | 0.22% | 43 |
|