Marshall & Sterling Wealth Advisors’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
2025 Q2	–	Sell	-116	Closed	-$2.6K	–	631
2025 Q1	$2.6K	Hold	116	–	–	﹤0.01%	523
2024 Q4	$2.59K	Buy	+116	New	+$2.59K	﹤0.01%	296