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Cherry Tree Wealth Management’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Cherry Tree Wealth Management’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
2026
Q1 		$72.9K Hold
3,234
– – 0.02% 235
2025
Q4 		$72.7K Sell
3,234
-224
-6% -$5.04K 0.02% 237
2025
Q3 		$77.8K Hold
3,458
– – 0.02% 232
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% -$76.2K 0.02% 207
2023
Q2 		$152K Buy
+6,892
New +$151K 0.04% 156

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