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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $51.8K | Hold |
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2025
Q2 | $51.1K | Hold |
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2025
Q1 | $51.4K | Hold |
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|
2024
Q4 | $51.7K | Hold |
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|
2024
Q3 | $51.6K | Sell |
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|
2024
Q2 | $2.31M | Buy |
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|
2024
Q1 | $2.27M | Sell |
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|
2023
Q4 | $2.33M | Buy |
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2023
Q3 | $2.36M | Buy |
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2023
Q2 | $1.34M | Buy |
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|
2023
Q1 | $964K | Hold |
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|
2022
Q4 | $962K | Buy |
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