WBI INVESTMENTS, LLC
Position in AGZD — WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
CIK 1397424
RED BANK, NJ
All Filings in AGZD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 AGZD | $1,258,627 | 55,815 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 AGZD | $1,346,588 | 59,875 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 AGZD | $1,755,720 | 78,032 | Shares | Defined | 2025-11-20 | |
| 2025-06-30 AGZD | $2,139,259 | 96,233 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 AGZD | $913,466 | 40,871 | Shares | Sole | 2025-05-22 | |
| 2024-12-31 AGZD | $1,955,860 | 87,082 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 AGZD | $3,422,009 | 152,632 | Shares | Defined | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||