BFG
Barber Financial Group’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $13M | Buy |
297,579
+8,045
| +3% | +$350K | 2.28% | 10 |
|
|
2022
Q4 | $12.6M | Sell |
289,534
-13,164
| -4% | -$572K | 3.49% | 3 |
|
|
2022
Q3 | $13.8M | Sell |
302,698
-8,135
| -3% | -$371K | 4.01% | 3 |
|
|
2022
Q2 | $14.2M | Buy |
+310,833
| New | +$14.2M | 2.32% | 6 |
|
|
2021
Q1 | – | Sell |
-24,936
| Closed | -$1.18M | – | 148 |
|
|
2020
Q4 | $1.18M | Sell |
24,936
-22,473
| -47% | -$1.06M | 0.21% | 52 |
|
|
2020
Q3 | $2.22M | Sell |
47,409
-17,070
| -26% | -$799K | 0.49% | 37 |
|
|
2020
Q2 | $3.03M | Sell |
64,479
-23,097
| -26% | -$1.09M | 0.73% | 31 |
|
|
2020
Q1 | $4.04M | Sell |
87,576
-4,074
| -4% | -$188K | 1.28% | 25 |
|
|
2019
Q4 | $4.41M | Sell |
91,650
-3,414
| -4% | -$164K | 0.89% | 28 |
|
|
2019
Q3 | $4.54M | Sell |
95,064
-3,333
| -3% | -$159K | 0.97% | 27 |
|
|
2019
Q2 | $4.69M | Buy |
98,397
+2,178
| +2% | +$104K | 1.1% | 26 |
|
|
2019
Q1 | $4.6M | Buy |
96,219
+8,134
| +9% | +$389K | 0.9% | 26 |
|
|
2018
Q4 | $4.16M | Buy |
+88,085
| New | +$4.16M | 0.9% | 25 |
|