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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.69K | Hold |
166
| – | – | ﹤0.01% | 1279 |
|
|
2025
Q1 | $3.71K | Hold |
166
| – | – | ﹤0.01% | 1225 |
|
|
2024
Q4 | $3.73K | Buy |
+166
| New | +$3.73K | ﹤0.01% | 1167 |
|
|
2019
Q4 | – | Sell |
-522
| Closed | -$12K | – | 78 |
|
|
2019
Q3 | $12K | Hold |
522
| – | – | ﹤0.01% | 706 |
|
|
2019
Q2 | $12K | Hold |
522
| – | – | ﹤0.01% | 708 |
|
|
2019
Q1 | $12K | Buy |
+522
| New | +$12K | ﹤0.01% | 730 |
|