Wells Fargo’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $32 | Hold |
1
| – | – | ﹤0.01% | 6686 |
|
|
2025
Q4 | $20 | Hold |
1
| – | – | ﹤0.01% | 6732 |
|
|
2025
Q3 | $31 | Sell |
1
-236
| -100% | -$5.28K | ﹤0.01% | 6591 |
|
|
2025
Q2 | $5.26K | Buy |
237
+2
| +0.9% | +$45 | ﹤0.01% | 6081 |
|
|
2025
Q1 | $5.26K | Buy |
235
+234
| +23,400% | +$5.26K | ﹤0.01% | 6016 |
|
|
2024
Q4 | $26 | Hold |
1
| – | – | ﹤0.01% | 6633 |
|
|
2024
Q3 | $27 | Hold |
1
| – | – | ﹤0.01% | 6483 |
|
|
2024
Q2 | $31 | Hold |
1
| – | – | ﹤0.01% | 6414 |
|
|
2024
Q1 | $18 | Buy |
+1
| New | +$22 | ﹤0.01% | 7137 |
|
|
2023
Q4 | – | Sell |
-1
| Closed | -$22 | – | 7498 |
|
|
2023
Q3 | $25 | Sell |
1
-1
| -50% | -$22 | ﹤0.01% | 7124 |
|
|
2023
Q2 | $51 | Hold |
2
| – | – | ﹤0.01% | 7046 |
|
|
2023
Q1 | $64 | Hold |
2
| – | – | ﹤0.01% | 7046 |
|
|
2022
Q4 | $43 | Hold |
2
| – | – | ﹤0.01% | 7059 |
|
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 6599 |
|
|
2022
Q2 | $0 | Sell |
2
-1,040
| -100% | -$24K | ﹤0.01% | 6742 |
|
|
2022
Q1 | $24K | Hold |
1,042
| – | – | ﹤0.01% | 5945 |
|
|
2021
Q4 | $24K | Hold |
1,042
| – | – | ﹤0.01% | 6267 |
|
|
2021
Q3 | $24K | Hold |
1,042
| – | – | ﹤0.01% | 5904 |
|
|
2021
Q2 | $25K | Buy |
1,042
+1,040
| +52,000% | +$24.5K | ﹤0.01% | 5812 |
|
|
2021
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 6854 |
|
|
2020
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 6446 |
|
|
2020
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 6291 |
|
|
2020
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 6246 |
|
|
2020
Q1 | $0 | Buy |
+2
| New | +$47 | ﹤0.01% | 6145 |
|
Other funds holding AGZD
ML
TC
MWM
AI
SC
SOS
