Winslow Evans & Crocker’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-1,600
| Closed | -$38.4K | – | 1118 |
|
2017
Q2 | $38.4K | Hold |
1,600
| – | – | 0.01% | 613 |
|
2017
Q1 | $38.5K | Hold |
1,600
| – | – | 0.01% | 592 |
|
2016
Q4 | $38.6K | Hold |
1,600
| – | – | 0.01% | 592 |
|
2016
Q3 | $38.2K | Hold |
1,600
| – | – | 0.01% | 601 |
|
2016
Q2 | $38.1K | Sell |
1,600
-334
| -17% | -$7.94K | 0.01% | 578 |
|
2016
Q1 | $45.9K | Sell |
1,934
-2
| -0.1% | -$47 | 0.01% | 521 |
|
2015
Q4 | $46.5K | Hold |
1,936
| – | – | 0.01% | 547 |
|
2015
Q3 | $46.4K | Buy |
1,936
+1,600
| +476% | +$38.3K | 0.01% | 528 |
|
2015
Q2 | $8.12K | Buy |
+336
| New | +$8.12K | ﹤0.01% | 980 |
|