CAPTRUST Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.02M | Sell |
225,858
-2,416
| -1% | -$53.7K | 0.01% | 621 |
|
|
2025
Q1 | $5.1M | Sell |
228,274
-365
| -0.2% | -$8.16K | 0.01% | 587 |
|
|
2024
Q4 | $5.14M | Buy |
228,639
+1,949
| +0.9% | +$43.8K | 0.01% | 535 |
|
|
2024
Q3 | $5.08M | Sell |
226,690
-1,941
| -0.8% | -$43.5K | 0.02% | 534 |
|
|
2024
Q2 | $5.1M | Sell |
228,631
-10,305
| -4% | -$230K | 0.02% | 506 |
|
|
2024
Q1 | $5.28M | Sell |
238,936
-10,593
| -4% | -$234K | 0.02% | 480 |
|
|
2023
Q4 | $5.47M | Sell |
249,529
-19,373
| -7% | -$425K | 0.02% | 532 |
|
|
2023
Q3 | $5.96M | Buy |
268,902
+24,778
| +10% | +$549K | 0.02% | 459 |
|
|
2023
Q2 | $5.4M | Buy |
+244,124
| New | +$5.4M | 0.02% | 476 |
|