Cherry Tree Wealth Management’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 | $76.9K | Hold |
3,458
| – | – | 0.02% | 233 |
|
|
2025
Q1 | $77.3K | Hold |
3,458
| – | – | 0.02% | 231 |
|
|
2024
Q4 | $77.7K | Hold |
3,458
| – | – | 0.02% | 230 |
|
|
2024
Q3 | $77.5K | Hold |
3,458
| – | – | 0.02% | 236 |
|
|
2024
Q2 | $77.1K | Hold |
3,458
| – | – | 0.02% | 226 |
|
|
2024
Q1 | $76.4K | Hold |
3,458
| – | – | 0.02% | 223 |
|
|
2023
Q4 | $75.8K | Hold |
3,458
| – | – | 0.02% | 216 |
|
|
2023
Q3 | $76.6K | Sell |
3,458
-3,434
| -50% | -$76.1K | 0.02% | 207 |
|
|
2023
Q2 | $152K | Buy |
+6,892
| New | +$152K | 0.04% | 156 |
|