LFGH
AGZD icon

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

Lee Financial Group Hawaii’s Portfolio AGZD Stock Details AGZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$935K Buy
42,348
+1,830
+5% +$40.3K 0.73% 13
2023
Q4 		$888K Buy
40,518
+3,450
+9% +$76.4K 0.76% 14
2023
Q3 		$821K Sell
37,068
-216
-0.6% -$4.79K 0.75% 13
2023
Q2 		$825K Buy
+37,284
New +$815K 0.75% 13

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TC
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LPL Financial
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WA
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HighTower Advisors
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ML
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SOS
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CIAS
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