BlackDiamond Wealth Management’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
2023 Q1	–	Sell	-104,666	Closed	-$2.28M	–	113
2022 Q4	$2.28M	Sell	104,666 -11,176	-10%	-$244K	2.59%	6
2022 Q3	$2.62M	Sell	115,842 -5,546	-5%	-$126K	3.16%	5
2022 Q2	$2.79M	Buy	121,388 +33,068	+37%	+$759K	3.47%	6
2022 Q1	$2.05M	Buy	+88,320	New	+$2.05M	2.45%	6