MLRA
Main Line Retirement Advisors’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,058
| Closed | -$315K | – | 41 |
|
|
2024
Q3 | $315K | Sell |
14,058
-609
| -4% | -$13.7K | 0.22% | 27 |
|
|
2024
Q2 | $327K | Sell |
14,667
-109
| -0.7% | -$2.43K | 0.25% | 25 |
|
|
2024
Q1 | $342K | Sell |
14,776
-2,955
| -17% | -$68.4K | 0.27% | 24 |
|
|
2023
Q4 | $405K | Buy |
+17,731
| New | +$405K | 0.35% | 24 |
|
|
2023
Q2 | $7.35M | Buy |
+166,125
| New | +$7.35M | 6.91% | 7 |
|