Barber Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $13M | Buy |
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2022
Q4 | $12.6M | Sell |
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2022
Q3 | $13.8M | Sell |
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2022
Q2 | $14.2M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.18M | Sell |
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2020
Q3 | $2.22M | Sell |
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|
2020
Q2 | $3.03M | Sell |
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|
2020
Q1 | $4.04M | Sell |
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|
2019
Q4 | $4.41M | Sell |
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|
2019
Q3 | $4.54M | Sell |
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|
2019
Q2 | $4.69M | Buy |
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2019
Q1 | $4.6M | Buy |
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|
2018
Q4 | $4.16M | Buy |
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