Capital Analysts LLC’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
Q3 | – | Sell |
-61,348
| Closed | -$1.37M | – | 1311 |
|
|
2024
Q2 | $1.37M | Buy |
61,348
+3,509
| +6% | +$78.2K | 0.06% | 213 |
|
|
2024
Q1 | $1.28M | Buy |
57,839
+1,759
| +3% | +$38.8K | 0.06% | 211 |
|
|
2023
Q4 | $1.23M | Buy |
56,080
+1,909
| +4% | +$41.8K | 0.06% | 208 |
|
|
2023
Q3 | $1.2M | Buy |
54,171
+23,195
| +75% | +$514K | 0.07% | 202 |
|
|
2023
Q2 | $685K | Sell |
30,976
-834
| -3% | -$18.4K | 0.04% | 263 |
|
|
2023
Q1 | $692K | Buy |
31,810
+1,422
| +5% | +$30.9K | 0.04% | 262 |
|
|
2022
Q4 | $660K | Buy |
30,388
+8,318
| +38% | +$181K | 0.04% | 268 |
|
|
2022
Q3 | $503K | Buy |
+22,070
| New | +$503K | 0.03% | 268 |
|