Creative Financial Designs’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 | $358K | Buy |
16,124
+247
| +2% | +$5.49K | 0.03% | 364 |
|
|
2025
Q1 | $355K | Buy |
15,877
+1,153
| +8% | +$25.8K | 0.03% | 334 |
|
|
2024
Q4 | $331K | Sell |
14,724
-46
| -0.3% | -$1.03K | 0.03% | 350 |
|
|
2024
Q3 | $331K | Buy |
14,770
+582
| +4% | +$13K | 0.03% | 349 |
|
|
2024
Q2 | $316K | Buy |
14,188
+219
| +2% | +$4.88K | 0.03% | 344 |
|
|
2024
Q1 | $308K | Buy |
13,969
+2,931
| +27% | +$64.7K | 0.03% | 333 |
|
|
2023
Q4 | $242K | Sell |
11,038
-12,770
| -54% | -$280K | 0.02% | 353 |
|
|
2023
Q3 | $528K | Sell |
23,808
-418
| -2% | -$9.26K | 0.06% | 206 |
|
|
2023
Q2 | $536K | Sell |
24,226
-5,354
| -18% | -$118K | 0.06% | 207 |
|
|
2023
Q1 | $644K | Buy |
29,580
+10,454
| +55% | +$228K | 0.08% | 180 |
|
|
2022
Q4 | $416K | Buy |
+19,126
| New | +$416K | 0.06% | 224 |
|