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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Buy |
|
|||||
|
2025
Q1 | $1.8M | Buy |
|
|||||
|
2024
Q4 | $1.49M | Sell |
|
|||||
|
2024
Q3 | $1.59M | Buy |
|
|||||
|
2024
Q2 | $1.41M | Buy |
|
|||||
|
2024
Q1 | $1.27M | Buy |
|
|||||
|
2023
Q4 | $614K | Sell |
|
|||||
|
2023
Q3 | $923K | Sell |
|
|||||
|
2023
Q2 | $936K | Buy |
|
|||||
|
2023
Q1 | $879K | Sell |
|
|||||
|
2022
Q4 | $1.07M | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $369K | Sell |
|
|||||
|
2018
Q3 | $611K | Sell |
|
|||||
|
2018
Q2 | $617K | Sell |
|
|||||
|
2018
Q1 | $626K | Buy |
|
|||||
|
2017
Q4 | $580K | Buy |
|
|||||
|
2017
Q3 | $502K | Buy |
|
|||||
|
2017
Q2 | $501K | Buy |
|
|||||
|
2017
Q1 | $503K | Buy |
|
|||||
|
2016
Q4 | $348K | Buy |
|