McAdam LLC’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.81M | Buy |
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2025
Q1 | $4.54M | Sell |
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|
2024
Q4 | $4.57M | Buy |
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|
2024
Q3 | $4.4M | Sell |
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|
2024
Q2 | $5.1M | Buy |
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|
2024
Q1 | $4.56M | Buy |
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|
2023
Q4 | $3.92M | Buy |
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|
2023
Q3 | $3.76M | Buy |
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2023
Q2 | $3.46M | Buy |
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|
2023
Q1 | $2.44M | Buy |
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|
2022
Q4 | $2.4M | Sell |
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|
2022
Q3 | $2.64M | Buy |
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|
2022
Q2 | $2.55M | Sell |
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|
2022
Q1 | $2.66M | Buy |
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|
2021
Q4 | $2.4M | Buy |
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|
2021
Q3 | $2.06M | Buy |
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|
2021
Q2 | $1.86M | Buy |
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|
2021
Q1 | $1.19M | Buy |
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|
2020
Q4 | $768K | Buy |
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