AXS Investments’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	$2.11M	Buy	+95,135	New	+$2.11M	0.87%	34
2025 Q1	–	Sell	-67,027	Closed	-$1.51M	–	203
2024 Q4	$1.51M	Sell	67,027 -3,875	-5%	-$87K	0.42%	86
2024 Q3	$1.59M	Sell	70,902 -18,062	-20%	-$405K	0.42%	99
2024 Q2	$1.98M	Buy	+88,964	New	+$1.98M	0.55%	43