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

Dogwood Wealth Management’s Portfolio AGZD Stock Details AGZD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$18.5K	Sell
2025 Q1	$35.5K	Sell
2024 Q4	$45.7K	Sell
2024 Q3	$5.17M	Buy
2024 Q2	$4.79M	Buy
2024 Q1	$193K	Buy
2023 Q4	$171K	Buy