Cambridge Investment Research Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-83,821
| Closed | -$1.88M | – | 3464 |
|
|
2024
Q3 | $1.88M | Sell |
83,821
-2,068
| -2% | -$46.4K | 0.01% | 1396 |
|
|
2024
Q2 | $1.92M | Sell |
85,889
-14,681
| -15% | -$327K | 0.01% | 1304 |
|
|
2024
Q1 | $2.22M | Buy |
100,570
+5,127
| +5% | +$113K | 0.01% | 1193 |
|
|
2023
Q4 | $2.09M | Buy |
95,443
+512
| +0.5% | +$11.2K | 0.01% | 1165 |
|
|
2023
Q3 | $2.1M | Buy |
94,931
+8,333
| +10% | +$185K | 0.01% | 1104 |
|
|
2023
Q2 | $1.92M | Buy |
86,598
+3,050
| +4% | +$67.5K | 0.01% | 1197 |
|
|
2023
Q1 | $1.82M | Buy |
83,548
+304
| +0.4% | +$6.62K | 0.01% | 1182 |
|
|
2022
Q4 | $1.81M | Buy |
83,244
+2,046
| +3% | +$44.5K | 0.01% | 1135 |
|
|
2022
Q3 | $1.85M | Buy |
81,198
+6,656
| +9% | +$152K | 0.01% | 1082 |
|
|
2022
Q2 | $1.7M | Buy |
+74,542
| New | +$1.7M | 0.01% | 1125 |
|