Significant Wealth Partners’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 Q2	–	Sell	-24,373	Closed	-$538K	–	76
2024 Q1	$538K	Buy	24,373 +12,338	+103%	+$272K	0.35%	74
2023 Q4	$264K	Buy	+12,035	New	+$264K	0.19%	121