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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.47M | Sell |
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|
2025
Q2 | $1.55M | Sell |
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|
2025
Q1 | $4.58M | Buy |
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|
2024
Q4 | $1.66M | Sell |
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|
2024
Q3 | $1.81M | Sell |
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|
2024
Q2 | $1.87M | Sell |
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|
2024
Q1 | $1.96M | Sell |
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|
2023
Q4 | $2.33M | Hold |
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|
2023
Q3 | $2.35M | Sell |
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|
2023
Q2 | $2.43M | Sell |
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|
2023
Q1 | $3.18M | Sell |
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|
2022
Q4 | $3.37M | Buy |
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|
2022
Q3 | $3.08M | Sell |
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|
2022
Q2 | $8.25M | Buy |
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|
2022
Q1 | $1.45M | Buy |
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|
2021
Q4 | $643K | Sell |
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|
2021
Q3 | $695K | Buy |
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