Creekmur Asset Management’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.9K | Buy |
220
+2
| +0.9% | +$45 | ﹤0.01% | 576 |
|
|
2025
Q1 | $4.87K | Buy |
218
+2
| +0.9% | +$45 | ﹤0.01% | 545 |
|
|
2024
Q4 | $4.85K | Buy |
216
+2
| +0.9% | +$45 | ﹤0.01% | 497 |
|
|
2024
Q3 | $4.8K | Buy |
214
+2
| +0.9% | +$45 | ﹤0.01% | 541 |
|
|
2024
Q2 | $4.73K | Sell |
212
-102
| -32% | -$2.28K | ﹤0.01% | 584 |
|
|
2024
Q1 | $6.94K | Buy |
314
+106
| +51% | +$2.34K | ﹤0.01% | 522 |
|
|
2023
Q4 | $4.55K | Buy |
+208
| New | +$4.55K | ﹤0.01% | 600 |
|