Foundations Investment Advisors’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
2023 Q4	–	Sell	-45,543	Closed	-$1.01M	–	668
2023 Q3	$1.01M	Buy	45,543 +2,251	+5%	+$49.9K	0.03%	281
2023 Q2	$958K	Buy	43,292 +19,750	+84%	+$437K	0.03%	267
2023 Q1	$512K	Buy	+23,542	New	+$512K	0.02%	317