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

Connectus Wealth’s Portfolio AGZD Stock Details AGZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		$315K Buy
14,272
+29
+0.2% +$640 0.01% 319
2023
Q4 		$312K Sell
14,243
-754
-5% -$16.5K 0.01% 450
2023
Q3 		$332K Buy
+14,997
New +$332K 0.01% 427