IFP Advisors’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-179,789	Closed	-$7.95M	–	3298
2023 Q2	$7.95M	Sell	179,789 -1,333	-0.7%	-$59K	0.33%	60
2023 Q1	$8.67M	Sell	181,122 -3,159	-2%	-$151K	0.38%	49
2022 Q4	$8.84M	Sell	184,281 -11,798	-6%	-$566K	0.24%	87
2022 Q3	$9.4M	Buy	196,079 +3,094	+2%	+$148K	0.25%	83
2022 Q2	$9.26M	Hold	192,985	–	–	0.3%	72
2022 Q1	$9.26M	Buy	192,985 +15,615	+9%	+$749K	0.3%	72
2021 Q4	$8.3M	Buy	177,370 +4,431	+3%	+$207K	0.16%	73
2021 Q3	$8.12M	Buy	172,939 +3,993	+2%	+$187K	0.16%	69
2021 Q2	$7.96M	Buy	+168,946	New	+$7.96M	0.16%	70
2021 Q1	–	Hold	0	–	–	–	2966
2020 Q4	–	Hold	0	–	–	–	2904
2020 Q3	–	Hold	0	–	–	–	2808
2020 Q2	–	Hold	0	–	–	–	2704
2020 Q1	–	Hold	0	–	–	–	2710
2019 Q4	–	Sell	-331	Closed	-$16K	–	2819
2019 Q3	$16K	Buy	+331	New	+$16K	﹤0.01%	1848
2019 Q1	$16K	Buy	331 +312	+1,642%	+$15.1K	﹤0.01%	1419
2018 Q4	$1K	Sell	19 -715	-97%	-$37.6K	﹤0.01%	3207
2018 Q3	$35K	Buy	734 +19	+3%	+$906	﹤0.01%	2082
2018 Q2	$34K	Hold	715	–	–	﹤0.01%	2112
2018 Q1	$35K	Hold	715	–	–	﹤0.01%	2012
2017 Q4	$35K	Hold	715	–	–	﹤0.01%	2007
2017 Q3	$34K	Hold	715	–	–	﹤0.01%	2216
2017 Q2	$34K	Hold	715	–	–	﹤0.01%	2208
2017 Q1	$34K	Hold	715	–	–	﹤0.01%	2137
2016 Q4	$35K	Hold	715	–	–	﹤0.01%	2067
2016 Q3	$34K	Hold	715	–	–	﹤0.01%	2035
2016 Q2	$34K	Buy	715 +384	+116%	+$18.3K	﹤0.01%	1980
2016 Q1	$16K	Buy	+331	New	+$16K	﹤0.01%	1419