Concourse Financial Group Securities’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
Q1 | – | Hold |
0
| – | – | – | 193 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 2379 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 2373 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 2428 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 2435 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 2401 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 2431 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 2453 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 2481 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 2417 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 2129 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 2295 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 2266 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 2466 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 2496 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 2451 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 2421 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 2369 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2236 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2151 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2234 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2134 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 1825 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 2281 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 2321 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 2186 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 1716 |
|