Kestra Advisory Services, LLC
Position in AGZD — WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
CIK 1830819
AUSTIN, TX
All Filings in AGZD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 AGZD | $325,148 | 14,419 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 AGZD | $181,156 | 8,055 | Shares | Sole | 2026-02-13 | |
| 2024-12-31 AGZD | $211,303 | 9,408 | Shares | Sole | 2025-02-10 | |
| 2023-12-31 AGZD | $617,179 | 28,156 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 AGZD | $491,885 | 22,197 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 AGZD | $281,277 | 12,716 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 AGZD | $203,285 | 9,340 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 AGZD | $1,899,956 | 83,368 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 AGZD | $1,905,434 | 83,590 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 AGZD | $2,014,451 | 86,755 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 AGZD | $2,831,538 | 121,317 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 AGZD | $2,697,743 | 115,116 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 AGZD | $2,521,085 | 107,189 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 AGZD | $1,583,461 | 67,367 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||