OneDigital Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-72,870
| Closed | -$1.7M | – | 738 |
|
|
2021
Q4 | $1.7M | Buy |
72,870
+2,952
| +4% | +$68.9K | 0.06% | 186 |
|
|
2021
Q3 | $1.64M | Sell |
69,918
-1,574
| -2% | -$36.9K | 0.07% | 183 |
|
|
2021
Q2 | $1.68M | Buy |
+71,492
| New | +$1.68M | 0.07% | 183 |
|
|
2018
Q3 | – | Sell |
-2,100
| Closed | -$50K | – | 1041 |
|
|
2018
Q2 | $50K | Hold |
2,100
| – | – | 0.01% | 496 |
|
|
2018
Q1 | $50K | Buy |
+2,100
| New | +$50K | 0.01% | 514 |
|