Interactive Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Sell |
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2025
Q1 | $468K | Sell |
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|
2024
Q4 | $480K | Buy |
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|
2024
Q3 | $473K | Sell |
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|
2024
Q2 | $494K | Sell |
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|
2024
Q1 | $503K | Buy |
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|
2023
Q4 | $496K | Sell |
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|
2023
Q3 | $376K | Buy |
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|
2023
Q2 | $366K | Sell |
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|
2023
Q1 | $372K | Buy |
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|
2022
Q4 | $360K | Buy |
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|
2022
Q3 | $347K | Buy |
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|
2022
Q2 | $324K | Buy |
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|
2022
Q1 | $354K | Buy |
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|
2021
Q4 | $319K | Buy |
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|
2021
Q3 | $471K | Buy |
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|
2021
Q2 | $303K | Sell |
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|
2021
Q1 | $351K | Buy |
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|
2020
Q4 | $289K | Buy |
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|
2020
Q3 | $283K | Buy |
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|
2020
Q2 | $276K | Buy |
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|
2020
Q1 | $267K | Buy |
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|
2019
Q4 | $263K | Buy |
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|
2019
Q3 | $256K | Buy |
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|
2019
Q2 | $202K | Buy |
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|
2019
Q1 | $192K | Buy |
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|
2018
Q4 | $185K | Sell |
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|
2018
Q3 | $197K | Sell |
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|
2018
Q2 | $208K | Sell |
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|
2018
Q1 | $337K | Sell |
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|
2017
Q4 | $788K | Buy |
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|
2017
Q3 | $770K | Buy |
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|
2017
Q2 | $768K | Sell |
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|
2017
Q1 | $791K | Sell |
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|
2016
Q4 | $887K | Sell |
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|
2016
Q3 | $1.02M | Buy |
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|
2016
Q2 | $994K | Sell |
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|
2016
Q1 | $1.03M | Buy |
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