SA
AGZD icon

Sovran Advisors’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Sovran Advisors’s Portfolio AGZD Stock Details AGZD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-17,933
Closed -$397K – 490
2025
Q1 		$397K Buy
17,933
+5,381
+43% +$119K 0.05% 329
2024
Q4 		$283K Buy
+12,552
New +$283K 0.04% 348