Beacon Financial Advisory’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
2020 Q2	–	Sell	-12,444	Closed	-$286K	–	147
2020 Q1	$286K	Buy	12,444 +66	+0.5%	+$1.52K	0.36%	96
2019 Q4	$297K	Buy	+12,378	New	+$297K	0.25%	116