Blue Sky Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-28,124
| Closed | -$663K | – | 1 |
|
|
2020
Q4 | $663K | Sell |
28,124
-7,728
| -22% | -$182K | 2.58% | 13 |
|
|
2020
Q3 | $839K | Sell |
35,852
-16,524
| -32% | -$387K | 3.64% | 11 |
|
|
2020
Q2 | $1.23M | Buy |
52,376
+5,888
| +13% | +$138K | 1.52% | 21 |
|
|
2020
Q1 | $1.07M | Sell |
46,488
-1,220
| -3% | -$28.1K | 0.43% | 36 |
|
|
2019
Q4 | $1.15M | Buy |
+47,708
| New | +$1.15M | 0.33% | 57 |
|