DWM
Dogwood Wealth 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 | $18.5K | Sell |
827
-763
| -48% | -$17.1K | 0.01% | 186 |
|
|
2025
Q1 | $35.5K | Sell |
1,590
-443
| -22% | -$9.9K | 0.02% | 131 |
|
|
2024
Q4 | $45.7K | Sell |
2,033
-228,446
| -99% | -$5.13M | 0.02% | 122 |
|
|
2024
Q3 | $5.17M | Buy |
230,479
+15,649
| +7% | +$351K | 2.97% | 9 |
|
|
2024
Q2 | $4.79M | Buy |
214,830
+206,067
| +2,352% | +$4.6M | 2.95% | 9 |
|
|
2024
Q1 | $193K | Buy |
8,763
+955
| +12% | +$21.1K | 0.13% | 77 |
|
|
2023
Q4 | $171K | Buy |
+7,808
| New | +$171K | 0.13% | 85 |
|