SPWG
Syntegra Private Wealth Group’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 | $388K | Hold |
17,462
| – | – | 0.04% | 124 |
|
|
2025
Q1 | $390K | Hold |
17,462
| – | – | 0.05% | 104 |
|
|
2024
Q4 | $392K | Hold |
17,462
| – | – | 0.04% | 98 |
|
|
2024
Q3 | $391K | Hold |
17,462
| – | – | 0.05% | 101 |
|
|
2024
Q2 | $389K | Hold |
17,462
| – | – | 0.05% | 94 |
|
|
2024
Q1 | $386K | Hold |
17,462
| – | – | 0.05% | 92 |
|
|
2023
Q4 | $383K | Hold |
17,462
| – | – | 0.05% | 82 |
|
|
2023
Q3 | $387K | Buy |
17,462
+8,731
| +100% | +$193K | 0.06% | 79 |
|
|
2023
Q2 | $386K | Hold |
8,731
| – | – | 0.06% | 86 |
|
|
2023
Q1 | $380K | Hold |
8,731
| – | – | 0.07% | 86 |
|
|
2022
Q4 | $379K | Buy |
+8,731
| New | +$379K | 0.08% | 72 |
|