Clear Point Advisors’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,903
| Closed | -$42.7K | – | 116 |
|
|
2024
Q3 | $42.7K | Buy |
1,903
+18
| +1% | +$404 | 0.03% | 211 |
|
|
2024
Q2 | $42K | Sell |
1,885
-449
| -19% | -$10K | 0.03% | 208 |
|
|
2024
Q1 | $51.5K | Buy |
2,334
+21
| +0.9% | +$464 | 0.04% | 200 |
|
|
2023
Q4 | $50.7K | Buy |
+2,313
| New | +$50.7K | 0.04% | 188 |
|