SI
SimpliFi Inc’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-932,805
| Closed | -$42.5M | – | 29 |
|
|
2022
Q3 | $42.5M | Sell |
932,805
-2,527
| -0.3% | -$115K | 22.02% | 1 |
|
|
2022
Q2 | $42.6M | Buy |
935,332
+856
| +0.1% | +$39K | 21.06% | 1 |
|
|
2022
Q1 | $43.4M | Sell |
934,476
-33,586
| -3% | -$1.56M | 19.73% | 1 |
|
|
2021
Q4 | $45.2M | Sell |
968,062
-126,731
| -12% | -$5.92M | 19.74% | 1 |
|
|
2021
Q3 | $51.3M | Buy |
1,094,793
+12,631
| +1% | +$592K | 23.04% | 1 |
|
|
2021
Q2 | $50.9M | Buy |
+1,082,162
| New | +$50.9M | 23.05% | 1 |
|