UWM
USAdvisors Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,682
| Closed | -$396K | – | 110 |
|
|
2022
Q3 | $396K | Buy |
8,682
+17
| +0.2% | +$775 | 0.2% | 89 |
|
|
2022
Q2 | $395K | Sell |
8,665
-4
| -0% | -$182 | 0.2% | 91 |
|
|
2022
Q1 | $403K | Sell |
8,669
-1,267
| -13% | -$58.9K | 0.17% | 91 |
|
|
2021
Q4 | $464K | Sell |
9,936
-4,603
| -32% | -$215K | 0.19% | 86 |
|
|
2021
Q3 | $681K | Buy |
14,539
+8,834
| +155% | +$414K | 0.29% | 69 |
|
|
2021
Q2 | $268K | Sell |
5,705
-13,099
| -70% | -$615K | 0.15% | 93 |
|
|
2021
Q1 | $883K | Sell |
18,804
-118,488
| -86% | -$5.56M | 0.43% | 52 |
|
|
2020
Q4 | $6.47M | Sell |
137,292
-10,520
| -7% | -$496K | 3.11% | 11 |
|
|
2020
Q3 | $6.95K | Buy |
147,812
+1,606
| +1% | +$75 | 1.08% | 12 |
|
|
2020
Q2 | $6.88M | Buy |
146,206
+11,973
| +9% | +$563K | 3.65% | 11 |
|
|
2020
Q1 | $6.65M | Sell |
134,233
-73,653
| -35% | -$3.65M | 4.1% | 8 |
|
|
2019
Q4 | $9.99M | Buy |
207,886
+20,219
| +11% | +$972K | 5.18% | 7 |
|
|
2019
Q3 | $8.97M | Buy |
187,667
+3,320
| +2% | +$159K | 4.63% | 9 |
|
|
2019
Q2 | $8.78K | Buy |
184,347
+13,949
| +8% | +$665 | 3.76% | 10 |
|
|
2019
Q1 | $8.05M | Hold |
170,398
| – | – | 5.72% | 9 |
|
|
2018
Q4 | $8.05M | Sell |
170,398
-1,139
| -0.7% | -$53.8K | 6.58% | 7 |
|
|
2018
Q3 | $8.23M | Buy |
+171,537
| New | +$8.23M | 5.9% | 7 |
|