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H&H Retirement Design & Management’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

H&H Retirement Design & Management’s Portfolio AGZD Stock Details AGZD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-120,160
Closed -$5.65M – 42
2020
Q2 		$5.65M Buy
120,160
+6,745
+6% +$317K 5% 5
2020
Q1 		$5.23M Buy
+113,415
New +$5.23M 4.96% 7