Larson Financial Group’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.3K Buy
239
+3
+1% +$67 ﹤0.01% 2041
2025
Q1
$5.28K Buy
236
+2
+0.9% +$45 ﹤0.01% 1858
2024
Q4
$5.25K Buy
234
+3
+1% +$67 ﹤0.01% 1645
2024
Q3
$5.18K Buy
231
+2
+0.9% +$45 ﹤0.01% 1655
2024
Q2
$5.1K Buy
+229
New +$5.1K ﹤0.01% 1439