Focus Financial Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-12,606
| Closed | -$290K | – | 388 |
|
|
2020
Q1 | $290K | Sell |
12,606
-718
| -5% | -$16.5K | 0.04% | 279 |
|
|
2019
Q4 | $320K | Sell |
13,324
-2,974
| -18% | -$71.5K | 0.04% | 301 |
|
|
2019
Q3 | $390K | Sell |
16,298
-8,552
| -34% | -$204K | 0.05% | 258 |
|
|
2019
Q2 | $592K | Buy |
24,850
+4,152
| +20% | +$98.9K | 0.09% | 196 |
|
|
2019
Q1 | $494K | Buy |
+20,698
| New | +$494K | 0.08% | 207 |
|