AE Wealth Management LLC
Position in AGZD — WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
CIK 1697723
TOPEKA, KS
All Filings in AGZD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 AGZD | $20,903 | 927 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 AGZD | $21,815 | 970 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 AGZD | $17,820 | 792 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 AGZD | $17,895 | 805 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 AGZD | $17,991 | 805 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 AGZD | $18,080 | 805 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 AGZD | $2,617,357 | 119,405 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 AGZD | $11,933,820 | 523,528 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 AGZD | $12,398,713 | 533,967 | Shares | Sole | 2022-04-18 | |
| 2021-03-31 AGZD | $103,727 | 4,413 | Shares | Sole | 2021-04-27 | |
| 2020-03-31 AGZD | $169,215 | 7,346 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||