MML Investors Services’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 |
-12,944
| Closed | -$289K | – | 2804 |
|
|
2025
Q1 | $289K | Sell |
12,944
-635
| -5% | -$14.2K | ﹤0.01% | 2333 |
|
|
2024
Q4 | $305K | Buy |
+13,579
| New | +$305K | ﹤0.01% | 2250 |
|
|
2024
Q3 | – | Sell |
-16,629
| Closed | -$371K | – | 2570 |
|
|
2024
Q2 | $371K | Sell |
16,629
-5,151
| -24% | -$115K | ﹤0.01% | 1963 |
|
|
2024
Q1 | $481K | Sell |
21,780
-54,878
| -72% | -$1.21M | ﹤0.01% | 1805 |
|
|
2023
Q4 | $1.68M | Buy |
76,658
+12,973
| +20% | +$284K | 0.01% | 1092 |
|
|
2023
Q3 | $1.41M | Buy |
63,685
+2,233
| +4% | +$49.5K | 0.01% | 1052 |
|
|
2023
Q2 | $1.36M | Buy |
61,452
+7,330
| +14% | +$162K | 0.01% | 1080 |
|
|
2023
Q1 | $1.18M | Buy |
54,122
+4,710
| +10% | +$103K | 0.01% | 990 |
|
|
2022
Q4 | $1.07M | Buy |
49,412
+18,960
| +62% | +$412K | 0.01% | 1104 |
|
|
2022
Q3 | $694K | Buy |
+30,452
| New | +$694K | 0.01% | 1253 |
|