CAPTRUST FINANCIAL ADVISORS
Position in AGZD — WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
CIK 1512024
RALEIGH, NC
All Filings in AGZD
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 AGZD | $4,633,506 | 205,477 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 AGZD | $4,370,594 | 194,335 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 AGZD | $4,716,630 | 209,628 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 AGZD | $5,020,823 | 225,858 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 AGZD | $5,101,923 | 228,274 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 AGZD | $5,135,231 | 228,639 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 AGZD | $5,082,389 | 226,690 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 AGZD | $5,098,471 | 228,631 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 AGZD | $5,275,706 | 238,936 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 AGZD | $5,469,675 | 249,529 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 AGZD | $5,958,868 | 268,902 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 AGZD | $2,700,011 | 122,062 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||