Capital Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.1K | Hold |
2,300
| – | – | ﹤0.01% | 746 |
|
|
2025
Q1 | $51.4K | Hold |
2,300
| – | – | ﹤0.01% | 704 |
|
|
2024
Q4 | $51.7K | Hold |
2,300
| – | – | 0.01% | 656 |
|
|
2024
Q3 | $51.6K | Sell |
2,300
-101,374
| -98% | -$2.27M | ﹤0.01% | 677 |
|
|
2024
Q2 | $2.31M | Buy |
103,674
+848
| +0.8% | +$18.9K | 0.24% | 95 |
|
|
2024
Q1 | $2.27M | Sell |
102,826
-3,605
| -3% | -$79.6K | 0.24% | 96 |
|
|
2023
Q4 | $2.33M | Buy |
106,431
+79
| +0.1% | +$1.73K | 0.22% | 86 |
|
|
2023
Q3 | $2.36M | Buy |
106,352
+45,658
| +75% | +$1.01M | 0.23% | 76 |
|
|
2023
Q2 | $1.34M | Buy |
60,694
+16,412
| +37% | +$363K | 0.13% | 138 |
|
|
2023
Q1 | $964K | Hold |
44,282
| – | – | 0.11% | 167 |
|
|
2022
Q4 | $962K | Buy |
+44,282
| New | +$962K | 0.11% | 168 |
|