Lee Financial Group Hawaii’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
2024 Q1	$935K	Buy	42,348 +1,830	+5%	+$40.4K	0.73%	13
2023 Q4	$888K	Buy	40,518 +3,450	+9%	+$75.6K	0.76%	14
2023 Q3	$821K	Sell	37,068 -216	-0.6%	-$4.79K	0.75%	13
2023 Q2	$825K	Buy	+37,284	New	+$825K	0.75%	13