SC
Sykon Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Sell |
82,105
-21,463
| -21% | -$477K | 0.67% | 45 |
|
|
2025
Q1 | $2.31M | Sell |
103,568
-68,848
| -40% | -$1.54M | 0.88% | 28 |
|
|
2024
Q4 | $3.87M | Buy |
172,416
+94,483
| +121% | +$2.12M | 1.33% | 21 |
|
|
2024
Q3 | $1.75M | Sell |
77,933
-85,438
| -52% | -$1.92M | 0.62% | 54 |
|
|
2024
Q2 | $3.64M | Buy |
163,371
+82,340
| +102% | +$1.84M | 1.37% | 22 |
|
|
2024
Q1 | $1.79M | Sell |
81,031
-80,563
| -50% | -$1.78M | 0.65% | 58 |
|
|
2023
Q4 | $3.54M | Buy |
161,594
+38,621
| +31% | +$847K | 1.41% | 29 |
|
|
2023
Q3 | $2.73M | Buy |
122,973
+102,932
| +514% | +$2.28M | 1.17% | 22 |
|
|
2023
Q2 | $887K | Buy |
+20,041
| New | +$887K | 0.61% | 27 |
|