NWM
NEIRG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,034
| Closed | -$355K | – | 9 |
|
|
2023
Q2 | $355K | Sell |
8,034
-4,288
| -35% | -$190K | 0.07% | 110 |
|
|
2023
Q1 | $536K | Sell |
12,322
-241
| -2% | -$10.5K | 0.09% | 100 |
|
|
2022
Q4 | $546K | Sell |
12,563
-1,339
| -10% | -$58.2K | 0.1% | 103 |
|
|
2022
Q3 | $634K | Buy |
13,902
+3,258
| +31% | +$149K | 0.13% | 101 |
|
|
2022
Q2 | $485K | Buy |
10,644
+2,516
| +31% | +$115K | 0.11% | 102 |
|
|
2022
Q1 | $377K | Sell |
8,128
-5,339
| -40% | -$248K | 0.07% | 110 |
|
|
2021
Q4 | $629K | Buy |
+13,467
| New | +$629K | 0.12% | 74 |
|