Win Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $867K | Buy |
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2025
Q2 | $810K | Sell |
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2025
Q1 | $8.55M | Buy |
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|
2024
Q4 | $927K | Sell |
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|
2024
Q3 | $10.3M | Sell |
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|
2024
Q2 | $10.8M | Sell |
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2024
Q1 | $11.4M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.66M | Buy |
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|
2023
Q2 | $271K | Sell |
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|
2023
Q1 | $348K | Buy |
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