Principal Securities’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	$4.96K	Buy	223 +118	+112%	+$2.62K	﹤0.01%	2875
2025 Q1	$2.36K	Hold	105	–	–	﹤0.01%	3001
2024 Q4	$2.36K	Buy	+105	New	+$2.36K	﹤0.01%	2996
2024 Q1	–	Sell	-216	Closed	-$4.74K	–	3316
2023 Q4	$4.74K	Buy	+216	New	+$4.74K	﹤0.01%	2552