MIAN
Mariner Independent Advisor Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.17M | Sell |
47,574
-6,843
| -13% | -$312K | 0.09% | 218 |
|
|
2022
Q2 | $2.5M | Buy |
54,417
+1,271
| +2% | +$58.4K | 0.11% | 200 |
|
|
2022
Q1 | $2.47M | Buy |
+53,146
| New | +$2.47M | 0.1% | 215 |
|
|
2019
Q4 | – | Sell |
-13,275
| Closed | -$635K | – | 369 |
|
|
2019
Q3 | $635K | Buy |
13,275
+1,092
| +9% | +$52.2K | 0.05% | 295 |
|
|
2019
Q2 | $581K | Buy |
12,183
+868
| +8% | +$41.4K | 0.04% | 298 |
|
|
2019
Q1 | $539K | Buy |
11,315
+330
| +3% | +$15.7K | 0.05% | 295 |
|
|
2018
Q4 | $521K | Buy |
+10,985
| New | +$521K | 0.05% | 290 |
|