Golden State Wealth 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
2025
Q2
$3.69K Hold
2025
Q1
$3.71K Hold
2024
Q4
$3.73K Buy
2019
Q4
Sell
2019
Q3
$12K Hold
2019
Q2
$12K Hold
2019
Q1
$12K Buy