Stifel Financial’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 | $1.55M | Sell |
69,901
-135,167
| -66% | -$3M | ﹤0.01% | 2019 |
|
|
2025
Q1 | $4.58M | Buy |
205,068
+131,365
| +178% | +$2.94M | ﹤0.01% | 1234 |
|
|
2024
Q4 | $1.66M | Sell |
73,703
-7,130
| -9% | -$160K | ﹤0.01% | 1913 |
|
|
2024
Q3 | $1.81M | Sell |
80,833
-3,135
| -4% | -$70.3K | ﹤0.01% | 1838 |
|
|
2024
Q2 | $1.87M | Sell |
83,968
-4,890
| -6% | -$109K | ﹤0.01% | 1767 |
|
|
2024
Q1 | $1.96M | Sell |
88,858
-17,370
| -16% | -$384K | ﹤0.01% | 1734 |
|
|
2023
Q4 | $2.33M | Hold |
106,228
| – | – | ﹤0.01% | 1558 |
|
|
2023
Q3 | $2.35M | Sell |
106,228
-3,600
| -3% | -$79.8K | ﹤0.01% | 1480 |
|
|
2023
Q2 | $2.43M | Sell |
109,828
-36,434
| -25% | -$806K | ﹤0.01% | 1486 |
|
|
2023
Q1 | $3.18M | Sell |
146,262
-9,012
| -6% | -$196K | ﹤0.01% | 1289 |
|
|
2022
Q4 | $3.37M | Buy |
155,274
+19,982
| +15% | +$434K | 0.01% | 1199 |
|
|
2022
Q3 | $3.08M | Sell |
135,292
-226,468
| -63% | -$5.16M | 0.01% | 1197 |
|
|
2022
Q2 | $8.25M | Buy |
361,760
+299,518
| +481% | +$6.83M | 0.01% | 729 |
|
|
2022
Q1 | $1.45M | Buy |
62,242
+34,712
| +126% | +$806K | ﹤0.01% | 1866 |
|
|
2021
Q4 | $643K | Sell |
27,530
-2,126
| -7% | -$49.7K | ﹤0.01% | 2445 |
|
|
2021
Q3 | $695K | Buy |
+29,656
| New | +$695K | ﹤0.01% | 2361 |
|