Syntegra Private Wealth Group’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 | $393K | Hold |
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|
2025
Q2 | $388K | Hold |
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|
2025
Q1 | $390K | Hold |
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|
2024
Q4 | $392K | Hold |
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|
2024
Q3 | $391K | Hold |
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|
2024
Q2 | $389K | Hold |
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|
2024
Q1 | $386K | Hold |
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|
2023
Q4 | $383K | Hold |
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|
2023
Q3 | $387K | Hold |
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|
2023
Q2 | $386K | Hold |
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|
2023
Q1 | $380K | Hold |
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|
2022
Q4 | $379K | Buy |
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