HBK Sorce Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-12,890
| Closed | -$303K | – | 589 |
|
|
2021
Q2 | $303K | Hold |
12,890
| – | – | 0.02% | 443 |
|
|
2021
Q1 | $303K | Sell |
12,890
-38
| -0.3% | -$893 | 0.02% | 403 |
|
|
2020
Q4 | $305K | Buy |
12,928
+178
| +1% | +$4.2K | 0.02% | 369 |
|
|
2020
Q3 | $298K | Hold |
12,750
| – | – | 0.02% | 351 |
|
|
2020
Q2 | $300K | Buy |
+12,750
| New | +$300K | 0.02% | 325 |
|