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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $810K | Sell |
36,430
-346,072
| -90% | -$7.69M | 0.39% | 41 |
|
|
2025
Q1 | $8.55M | Buy |
382,502
+341,231
| +827% | +$7.63M | 4.39% | 11 |
|
|
2024
Q4 | $927K | Sell |
41,271
-417,878
| -91% | -$9.39M | 0.45% | 40 |
|
|
2024
Q3 | $10.3M | Sell |
459,149
-26,091
| -5% | -$585K | 4.83% | 7 |
|
|
2024
Q2 | $10.8M | Sell |
485,240
-33,154
| -6% | -$739K | 4.83% | 9 |
|
|
2024
Q1 | $11.4M | Buy |
+518,394
| New | +$11.4M | 5.04% | 10 |
|
|
2023
Q4 | – | Sell |
-74,912
| Closed | -$1.66M | – | 56 |
|
|
2023
Q3 | $1.66M | Buy |
74,912
+59,156
| +375% | +$1.31M | 0.81% | 20 |
|
|
2023
Q2 | $271K | Sell |
15,756
-252
| -2% | -$4.33K | 0.36% | 33 |
|
|
2023
Q1 | $348K | Buy |
+16,008
| New | +$348K | 0.14% | 35 |
|