WealthShield 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
Q1 | – | Sell |
-662
| Closed | -$14.5K | – | 477 |
|
|
2023
Q4 | $14.5K | Hold |
662
| – | – | ﹤0.01% | 424 |
|
|
2023
Q3 | $14.7K | Sell |
662
-1,096
| -62% | -$24.3K | ﹤0.01% | 427 |
|
|
2023
Q2 | $38.9K | Sell |
1,758
-20,250
| -92% | -$448K | 0.01% | 393 |
|
|
2023
Q1 | $479K | Buy |
+22,008
| New | +$479K | 0.08% | 211 |
|
|
2022
Q4 | – | Sell |
-240,350
| Closed | -$5.48M | – | 289 |
|
|
2022
Q3 | $5.48M | Sell |
240,350
-98,610
| -29% | -$2.25M | 1.09% | 21 |
|
|
2022
Q2 | $7.73M | Sell |
338,960
-20,988
| -6% | -$478K | 1.53% | 12 |
|
|
2022
Q1 | $8.36M | Buy |
+359,948
| New | +$8.36M | 1.34% | 13 |
|