Envestnet Asset Management’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
Q2 | $567K | Sell |
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2025
Q1 | $733K | Sell |
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|
2024
Q4 | $5.89M | Buy |
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|
2024
Q3 | $444K | Sell |
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|
2024
Q2 | $618K | Buy |
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|
2024
Q1 | $319K | Sell |
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|
2023
Q4 | $3.59M | Sell |
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|
2023
Q3 | $5.15M | Buy |
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|
2023
Q2 | $350K | Buy |
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|
2023
Q1 | $293K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $558K | Sell |
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|
2022
Q2 | $569K | Sell |
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|
2022
Q1 | $1.41M | Buy |
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|
2021
Q4 | $340K | Buy |
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|
2021
Q3 | $339K | Buy |
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|
2021
Q2 | $305K | Sell |
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|
2021
Q1 | $493K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $1.29M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $517K | Buy |
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