ML
McAdam LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.81M | Buy |
216,313
+13,147
| +6% | +$292K | 0.26% | 51 |
|
|
2025
Q1 | $4.54M | Sell |
203,166
-208
| -0.1% | -$4.65K | 0.28% | 48 |
|
|
2024
Q4 | $4.57M | Buy |
203,374
+7,202
| +4% | +$162K | 0.25% | 59 |
|
|
2024
Q3 | $4.4M | Sell |
196,172
-32,371
| -14% | -$726K | 0.25% | 59 |
|
|
2024
Q2 | $5.1M | Buy |
228,543
+21,831
| +11% | +$487K | 0.31% | 50 |
|
|
2024
Q1 | $4.56M | Buy |
206,712
+28,047
| +16% | +$619K | 0.29% | 50 |
|
|
2023
Q4 | $3.92M | Buy |
178,665
+8,892
| +5% | +$195K | 0.28% | 52 |
|
|
2023
Q3 | $3.76M | Buy |
169,773
+91,582
| +117% | +$2.03M | 0.31% | 51 |
|
|
2023
Q2 | $3.46M | Buy |
78,191
+22,116
| +39% | +$978K | 0.29% | 50 |
|
|
2023
Q1 | $2.44M | Buy |
56,075
+4,742
| +9% | +$206K | 0.22% | 67 |
|
|
2022
Q4 | $2.4M | Sell |
51,333
-6,659
| -11% | -$311K | 0.24% | 54 |
|
|
2022
Q3 | $2.64M | Buy |
57,992
+1,981
| +4% | +$90.3K | 0.29% | 60 |
|
|
2022
Q2 | $2.55M | Sell |
56,011
-1,263
| -2% | -$57.6K | 0.27% | 60 |
|
|
2022
Q1 | $2.66M | Buy |
57,274
+5,941
| +12% | +$276K | 0.25% | 56 |
|
|
2021
Q4 | $2.4M | Buy |
51,333
+7,391
| +17% | +$345K | 0.24% | 54 |
|
|
2021
Q3 | $2.06M | Buy |
43,942
+4,345
| +11% | +$204K | 0.23% | 55 |
|
|
2021
Q2 | $1.86M | Buy |
39,597
+14,203
| +56% | +$667K | 0.21% | 59 |
|
|
2021
Q1 | $1.19M | Buy |
25,394
+9,125
| +56% | +$429K | 0.17% | 60 |
|
|
2020
Q4 | $768K | Buy |
+16,269
| New | +$768K | 0.12% | 72 |
|