Sigma Planning Corp’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 | $1.79M | Buy |
80,389
+2
| +0% | +$44 | 0.05% | 329 |
|
|
2025
Q1 | $1.8M | Buy |
80,387
+14,154
| +21% | +$316K | 0.06% | 310 |
|
|
2024
Q4 | $1.49M | Sell |
66,233
-4,892
| -7% | -$110K | 0.05% | 360 |
|
|
2024
Q3 | $1.59M | Buy |
71,125
+7,960
| +13% | +$178K | 0.05% | 357 |
|
|
2024
Q2 | $1.41M | Buy |
63,165
+5,867
| +10% | +$131K | 0.04% | 376 |
|
|
2024
Q1 | $1.27M | Buy |
57,298
+29,300
| +105% | +$647K | 0.04% | 435 |
|
|
2023
Q4 | $614K | Sell |
27,998
-13,654
| -33% | -$299K | 0.05% | 394 |
|
|
2023
Q3 | $923K | Sell |
41,652
-674
| -2% | -$14.9K | 0.03% | 486 |
|
|
2023
Q2 | $936K | Buy |
42,326
+1,954
| +5% | +$43.2K | 0.03% | 479 |
|
|
2023
Q1 | $879K | Sell |
40,372
-8,670
| -18% | -$189K | 0.03% | 564 |
|
|
2022
Q4 | $1.07M | Buy |
+49,042
| New | +$1.07M | 0.04% | 454 |
|
|
2019
Q1 | – | Sell |
-15,610
| Closed | -$369K | – | 930 |
|
|
2018
Q4 | $369K | Sell |
15,610
-9,844
| -39% | -$233K | 0.03% | 525 |
|
|
2018
Q3 | $611K | Sell |
25,454
-402
| -2% | -$9.65K | 0.04% | 422 |
|
|
2018
Q2 | $617K | Sell |
25,856
-316
| -1% | -$7.54K | 0.04% | 397 |
|
|
2018
Q1 | $626K | Buy |
26,172
+2,212
| +9% | +$52.9K | 0.05% | 377 |
|
|
2017
Q4 | $580K | Buy |
23,960
+3,044
| +15% | +$73.7K | 0.04% | 398 |
|
|
2017
Q3 | $502K | Buy |
20,916
+10
| +0% | +$240 | 0.04% | 426 |
|
|
2017
Q2 | $501K | Buy |
20,906
+10
| +0% | +$240 | 0.05% | 412 |
|
|
2017
Q1 | $503K | Buy |
20,896
+6,470
| +45% | +$156K | 0.05% | 389 |
|
|
2016
Q4 | $348K | Buy |
+14,426
| New | +$348K | 0.04% | 480 |
|