RDA Financial Network’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
2024
Q3
Sell
-22,484
Closed -$501K 230
2024
Q2
$501K Buy
22,484
+9,348
+71% +$208K 0.16% 132
2024
Q1
$290K Sell
13,136
-96
-0.7% -$2.12K 0.1% 186
2023
Q4
$290K Sell
13,232
-301
-2% -$6.6K 0.11% 178
2023
Q3
$300K Buy
+13,533
New +$300K 0.13% 164