EAM
Empirical 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-25,452
| Closed | -$568K | – | 310 |
|
|
2024
Q2 | $568K | Sell |
25,452
-9,989
| -28% | -$223K | 0.21% | 136 |
|
|
2024
Q1 | $783K | Buy |
35,441
+310
| +0.9% | +$6.85K | 0.38% | 73 |
|
|
2023
Q4 | $770K | Sell |
35,131
-646
| -2% | -$14.2K | 0.63% | 51 |
|
|
2023
Q3 | $793K | Buy |
35,777
+18,165
| +103% | +$403K | 0.69% | 46 |
|
|
2023
Q2 | $779K | Buy |
17,612
+923
| +6% | +$40.8K | 0.69% | 46 |
|
|
2023
Q1 | $726K | Buy |
+16,689
| New | +$726K | 0.69% | 50 |
|