IFA
Interactive Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Sell |
20,598
-331
| -2% | -$7.36K | 0.22% | 62 |
|
|
2025
Q1 | $468K | Sell |
20,929
-427
| -2% | -$9.54K | 0.25% | 59 |
|
|
2024
Q4 | $480K | Buy |
21,356
+278
| +1% | +$6.24K | 0.25% | 60 |
|
|
2024
Q3 | $473K | Sell |
21,078
-1,052
| -5% | -$23.6K | 0.24% | 61 |
|
|
2024
Q2 | $494K | Sell |
22,130
-670
| -3% | -$14.9K | 0.27% | 59 |
|
|
2024
Q1 | $503K | Buy |
22,800
+16,763
| +278% | +$370K | 0.28% | 58 |
|
|
2023
Q4 | $496K | Sell |
6,037
-10,925
| -64% | -$898K | 0.27% | 53 |
|
|
2023
Q3 | $376K | Buy |
16,962
+8,690
| +105% | +$193K | 0.25% | 62 |
|
|
2023
Q2 | $366K | Sell |
8,272
-268
| -3% | -$11.9K | 0.25% | 63 |
|
|
2023
Q1 | $372K | Buy |
8,540
+253
| +3% | +$11K | 0.24% | 61 |
|
|
2022
Q4 | $360K | Buy |
8,287
+667
| +9% | +$29K | 0.22% | 68 |
|
|
2022
Q3 | $347K | Buy |
7,620
+539
| +8% | +$24.5K | 0.2% | 67 |
|
|
2022
Q2 | $324K | Buy |
7,081
+57
| +0.8% | +$2.61K | 0.16% | 63 |
|
|
2022
Q1 | $354K | Buy |
7,024
+193
| +3% | +$9.73K | 0.17% | 71 |
|
|
2021
Q4 | $319K | Buy |
6,831
+310
| +5% | +$14.5K | 0.12% | 70 |
|
|
2021
Q3 | $471K | Buy |
6,521
+71
| +1% | +$5.13K | 0.21% | 58 |
|
|
2021
Q2 | $303K | Sell |
6,450
-1,007
| -14% | -$47.3K | 0.12% | 72 |
|
|
2021
Q1 | $351K | Buy |
7,457
+1,326
| +22% | +$62.4K | 0.15% | 68 |
|
|
2020
Q4 | $289K | Buy |
6,131
+88
| +1% | +$4.15K | 0.13% | 72 |
|
|
2020
Q3 | $283K | Buy |
6,043
+184
| +3% | +$8.62K | 0.14% | 64 |
|
|
2020
Q2 | $276K | Buy |
5,859
+71
| +1% | +$3.35K | 0.14% | 59 |
|
|
2020
Q1 | $267K | Buy |
5,788
+323
| +6% | +$14.9K | 0.24% | 34 |
|
|
2019
Q4 | $263K | Buy |
5,465
+111
| +2% | +$5.34K | 0.12% | 71 |
|
|
2019
Q3 | $256K | Buy |
5,354
+1,118
| +26% | +$53.5K | 0.12% | 65 |
|
|
2019
Q2 | $202K | Buy |
4,236
+221
| +6% | +$10.5K | 0.09% | 71 |
|
|
2019
Q1 | $192K | Buy |
4,015
+108
| +3% | +$5.17K | 0.09% | 62 |
|
|
2018
Q4 | $185K | Sell |
3,907
-196
| -5% | -$9.28K | 0.1% | 53 |
|
|
2018
Q3 | $197K | Sell |
4,103
-246
| -6% | -$11.8K | 0.09% | 67 |
|
|
2018
Q2 | $208K | Sell |
4,349
-2,685
| -38% | -$128K | 0.1% | 66 |
|
|
2018
Q1 | $337K | Sell |
7,034
-9,251
| -57% | -$443K | 0.16% | 54 |
|
|
2017
Q4 | $788K | Buy |
16,285
+236
| +1% | +$11.4K | 0.35% | 37 |
|
|
2017
Q3 | $770K | Buy |
16,049
+36
| +0.2% | +$1.73K | 0.35% | 37 |
|
|
2017
Q2 | $768K | Sell |
16,013
-427
| -3% | -$20.5K | 0.36% | 38 |
|
|
2017
Q1 | $791K | Sell |
16,440
-1,922
| -10% | -$92.5K | 0.38% | 36 |
|
|
2016
Q4 | $887K | Sell |
18,362
-3,001
| -14% | -$145K | 0.45% | 36 |
|
|
2016
Q3 | $1.02M | Buy |
21,363
+475
| +2% | +$22.7K | 0.51% | 34 |
|
|
2016
Q2 | $994K | Sell |
20,888
-780
| -4% | -$37.1K | 0.52% | 33 |
|
|
2016
Q1 | $1.03M | Buy |
+21,668
| New | +$1.03M | 0.63% | 31 |
|