TrueMark Investments’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
2025 Q2	–	Sell	-11,013	Closed	-$246K	–	143
2025 Q1	$246K	Sell	11,013 -8,568	-44%	-$191K	0.06%	147
2024 Q4	$440K	Buy	+19,581	New	+$440K	0.14%	110