Avantax Advisory Services’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
Q1 | – | Sell |
-124,746
| Closed | -$2.8M | – | 2231 |
|
|
2024
Q4 | $2.8M | Buy |
+124,746
| New | +$2.8M | 0.02% | 578 |
|
|
2022
Q2 | – | Sell |
-41,554
| Closed | -$967K | – | 1301 |
|
|
2022
Q1 | $967K | Buy |
41,554
+5,886
| +17% | +$137K | 0.01% | 548 |
|
|
2021
Q4 | $833K | Buy |
35,668
+12,428
| +53% | +$290K | 0.01% | 577 |
|
|
2021
Q3 | $543K | Buy |
+23,240
| New | +$543K | 0.01% | 693 |
|