Tower Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-70,708
| Closed | -$1.59M | – | 79 |
|
|
2024
Q3 | $1.59M | Buy |
70,708
+1,433
| +2% | +$32.1K | 0.92% | 17 |
|
|
2024
Q2 | $1.54M | Sell |
69,275
-21,330
| -24% | -$476K | 0.95% | 17 |
|
|
2024
Q1 | $2M | Buy |
90,605
+3,158
| +4% | +$69.7K | 1.3% | 14 |
|
|
2023
Q4 | $1.92M | Buy |
87,447
+10,489
| +14% | +$230K | 1.35% | 14 |
|
|
2023
Q3 | $1.71M | Buy |
76,958
+1,940
| +3% | +$43K | 1.4% | 15 |
|
|
2023
Q2 | $1.66M | Buy |
75,018
+16
| +0% | +$354 | 1.33% | 16 |
|
|
2023
Q1 | $1.63M | Buy |
75,002
+102
| +0.1% | +$2.22K | 1.36% | 14 |
|
|
2022
Q4 | $1.63M | Buy |
74,900
+466
| +0.6% | +$10.1K | 1.42% | 13 |
|
|
2022
Q3 | $1.69M | Sell |
74,434
-9,270
| -11% | -$211K | 1.61% | 12 |
|
|
2022
Q2 | $1.91M | Buy |
+83,704
| New | +$1.91M | 2.53% | 7 |
|