Cape Investment Advisory, Inc.
Position in AGZD — WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
CIK 1944437
MCDONOUGH, GA
All Filings in AGZD
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 AGZD | $944 | 42 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 AGZD | $945 | 42 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 AGZD | $933 | 42 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 AGZD | $938 | 42 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 AGZD | $943 | 42 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 AGZD | $765,149 | 34,128 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 AGZD | $844,679 | 37,878 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 AGZD | $1,006,031 | 45,563 | Shares | Sole | 2024-06-21 | |
| 2023-12-31 AGZD | $988,175 | 45,081 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 AGZD | $1,116,265 | 50,373 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 AGZD | $558,729 | 25,259 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 AGZD | $579,863 | 26,642 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||