Silver Oak 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 | $2.46M | Buy |
110,856
+218
| +0.2% | +$4.85K | 0.2% | 118 |
|
|
2025
Q1 | $2.47M | Sell |
110,638
-1,052
| -0.9% | -$23.5K | 0.23% | 98 |
|
|
2024
Q4 | $2.51M | Sell |
111,690
-1,465
| -1% | -$33K | 0.23% | 96 |
|
|
2024
Q3 | $2.52M | Sell |
113,155
-1,576
| -1% | -$35.1K | 0.27% | 83 |
|
|
2024
Q2 | $2.56M | Sell |
114,731
-1,955
| -2% | -$43.6K | 0.38% | 65 |
|
|
2024
Q1 | $2.58M | Sell |
116,686
-3,676
| -3% | -$81.2K | 0.39% | 60 |
|
|
2023
Q4 | $2.64M | Sell |
120,362
-95,599
| -44% | -$2.1M | 0.35% | 62 |
|
|
2023
Q3 | $4.79M | Sell |
215,961
-183,295
| -46% | -$4.06M | 1.04% | 19 |
|
|
2023
Q2 | $8.83M | Buy |
399,256
+119,498
| +43% | +$2.64M | 1.42% | 9 |
|
|
2023
Q1 | $6.09M | Sell |
279,758
-69,202
| -20% | -$1.51M | 1% | 21 |
|
|
2022
Q4 | $7.58M | Sell |
348,960
-82,962
| -19% | -$1.8M | 1.42% | 15 |
|
|
2022
Q3 | $4.79M | Buy |
431,922
+72,780
| +20% | +$806K | 1.04% | 19 |
|
|
2022
Q2 | $8.22M | Buy |
359,142
+120,184
| +50% | +$2.75M | 1.84% | 11 |
|
|
2022
Q1 | $5.56M | Buy |
+238,958
| New | +$5.56M | 1.13% | 16 |
|