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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $599K | Buy |
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|
2025
Q2 | $358K | Buy |
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|
2025
Q1 | $355K | Buy |
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|
2024
Q4 | $331K | Sell |
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|
2024
Q3 | $331K | Buy |
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|
2024
Q2 | $316K | Buy |
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|
2024
Q1 | $308K | Buy |
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|
2023
Q4 | $242K | Sell |
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|
2023
Q3 | $528K | Sell |
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|
2023
Q2 | $536K | Sell |
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|
2023
Q1 | $644K | Buy |
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|
2022
Q4 | $416K | Buy |
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