Vahanian & Associates Financial Planning’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
2023 Q2	–	Sell	-16,552	Closed	-$360K	–	54
2023 Q1	$360K	Sell	16,552 -2,464	-13%	-$53.6K	1%	37
2022 Q4	$413K	Hold	19,016	–	–	1.35%	27
2022 Q3	$433K	Buy	+19,016	New	+$433K	1.49%	22