IFP Advisors’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $7.95M | Sell |
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2023
Q1 | $8.67M | Sell |
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|
2022
Q4 | $8.84M | Sell |
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|
2022
Q3 | $9.4M | Buy |
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|
2022
Q2 | $9.26M | Hold |
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|
2022
Q1 | $9.26M | Buy |
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|
2021
Q4 | $8.3M | Buy |
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|
2021
Q3 | $8.12M | Buy |
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|
2021
Q2 | $7.96M | Buy |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Hold |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Hold |
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|
2020
Q1 | – | Hold |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $16K | Buy |
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|
2019
Q1 | $16K | Buy |
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|
2018
Q4 | $1K | Sell |
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|
2018
Q3 | $35K | Buy |
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|
2018
Q2 | $34K | Hold |
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|
2018
Q1 | $35K | Hold |
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|
2017
Q4 | $35K | Hold |
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|
2017
Q3 | $34K | Hold |
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|
2017
Q2 | $34K | Hold |
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|
2017
Q1 | $34K | Hold |
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|
2016
Q4 | $35K | Hold |
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|
2016
Q3 | $34K | Hold |
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|
2016
Q2 | $34K | Buy |
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|
2016
Q1 | $16K | Buy |
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