Financial Gravity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $89.1K | Buy |
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|
2023
Q4 | $2.13K | Buy |
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|
2023
Q3 | $1.04K | Sell |
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|
2023
Q2 | $439K | Hold |
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|
2023
Q1 | $2.41K | Buy |
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|
2022
Q4 | $595K | Sell |
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|
2022
Q3 | $2.47K | Hold |
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|
2022
Q2 | $2.47K | Sell |
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|
2022
Q1 | $2.48K | Sell |
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|
2021
Q4 | $2.71K | Buy |
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|
2021
Q3 | $258K | Sell |
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|
2021
Q2 | $326K | Sell |
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|
2021
Q1 | $563 | Sell |
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|
2020
Q4 | $664K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.07K | Sell |
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|
2019
Q4 | $1.15M | Buy |
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|
2019
Q3 | $1.01M | Buy |
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|
2019
Q2 | $280K | Buy |
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