CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

CAPTRUST Financial Advisors’s Portfolio AGZD Stock Details AGZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.02M Sell
2025
Q1 		$5.1M Sell
2024
Q4 		$5.14M Buy
2024
Q3 		$5.08M Sell
2024
Q2 		$5.1M Sell
2024
Q1 		$5.28M Sell
2023
Q4 		$5.47M Sell
2023
Q3 		$5.96M Buy
2023
Q2 		$5.4M Buy