Fermata Advisors’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-21,237
Closed -$475K 227
2025
Q1
$475K Buy
+21,237
New +$475K 0.09% 164