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
2023 Q4	$888K	Buy
2023 Q3	$821K	Sell
2023 Q2	$825K	Buy