MWM
Modern Wealth Management’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 | $4.34M | Sell |
195,383
-3,250
| -2% | -$72.2K | 0.11% | 175 |
|
|
2025
Q1 | $4.44M | Sell |
198,633
-2,690
| -1% | -$60.1K | 0.14% | 137 |
|
|
2024
Q4 | $4.52M | Sell |
201,323
-827,910
| -80% | -$18.6M | 0.17% | 116 |
|
|
2024
Q3 | $23.1M | Buy |
1,029,233
+94,283
| +10% | +$2.11M | 1.41% | 14 |
|
|
2024
Q2 | $20.8M | Sell |
934,950
-137,335
| -13% | -$3.06M | 1.54% | 14 |
|
|
2024
Q1 | $23.7M | Buy |
1,072,285
+167,696
| +19% | +$3.7M | 2.2% | 10 |
|
|
2023
Q4 | $19.8M | Buy |
+904,589
| New | +$19.8M | 2.5% | 10 |
|