Main Street Financial Solutions’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 | – | Sell |
-100,935
| Closed | -$2.21M | – | 508 |
|
|
2023
Q4 | $2.21M | Buy |
100,935
+1,631
| +2% | +$35.8K | 0.29% | 73 |
|
|
2023
Q3 | $2.2M | Sell |
99,304
-2,204
| -2% | -$48.8K | 0.31% | 68 |
|
|
2023
Q2 | $2.25M | Sell |
101,508
-2,664
| -3% | -$58.9K | 0.3% | 67 |
|
|
2023
Q1 | $2.27M | Buy |
104,172
+7,246
| +7% | +$158K | 0.33% | 60 |
|
|
2022
Q4 | $2.11M | Sell |
96,926
-53,786
| -36% | -$1.17M | 0.33% | 66 |
|
|
2022
Q3 | $3.44M | Sell |
150,712
-686
| -0.5% | -$15.6K | 0.57% | 39 |
|
|
2022
Q2 | $3.45M | Buy |
+151,398
| New | +$3.45M | 0.44% | 48 |
|