Golden State Equity Partners’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
2023
Q2
Sell
-15,724
Closed -$342K 382
2023
Q1
$342K Buy
+15,724
New +$342K 0.19% 133
2022
Q1
$1.08M Buy
+46,588
New +$1.08M 0.54% 56