HighTower Advisors’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Sell |
9,616
-3,118
| -24% | -$69.3K | ﹤0.01% | 3205 |
|
|
2025
Q1 | $285K | Sell |
12,734
-175,874
| -93% | -$3.93M | ﹤0.01% | 2892 |
|
|
2024
Q4 | $4.24M | Sell |
188,608
-66,057
| -26% | -$1.48M | 0.01% | 1117 |
|
|
2024
Q3 | $5.7M | Buy |
254,665
+1,487
| +0.6% | +$33.3K | 0.01% | 979 |
|
|
2024
Q2 | $5.63M | Sell |
253,178
-2,491
| -1% | -$55.3K | 0.01% | 959 |
|
|
2024
Q1 | $5.64M | Sell |
255,669
-4,913
| -2% | -$108K | 0.01% | 908 |
|
|
2023
Q4 | $5.71M | Buy |
260,582
+23,288
| +10% | +$511K | 0.01% | 908 |
|
|
2023
Q3 | $5.26M | Buy |
237,294
+2,798
| +1% | +$62K | 0.01% | 908 |
|
|
2023
Q2 | $5.17M | Buy |
234,496
+2,248
| +1% | +$49.6K | 0.01% | 885 |
|
|
2023
Q1 | $5.05M | Buy |
232,248
+5,536
| +2% | +$120K | 0.01% | 851 |
|
|
2022
Q4 | $4.91M | Buy |
226,712
+15,936
| +8% | +$345K | 0.01% | 865 |
|
|
2022
Q3 | $4.78M | Sell |
210,776
-5,782
| -3% | -$131K | 0.01% | 823 |
|
|
2022
Q2 | $4.93M | Sell |
216,558
-562
| -0.3% | -$12.8K | 0.01% | 825 |
|
|
2022
Q1 | $5.04M | Sell |
217,120
-1,954
| -0.9% | -$45.4K | 0.01% | 883 |
|
|
2021
Q4 | $5.12M | Buy |
219,074
+5,750
| +3% | +$134K | 0.01% | 886 |
|
|
2021
Q3 | $5M | Buy |
213,324
+11,688
| +6% | +$274K | 0.01% | 817 |
|
|
2021
Q2 | $4.74M | Buy |
+201,636
| New | +$4.74M | 0.01% | 817 |
|