Cherry Tree Wealth Management, LLC
Position in AGZD — WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
CIK 1985414
MINNETONKA, MN
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 | $72,926 | 3,234 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 AGZD | $72,732 | 3,234 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 AGZD | $77,805 | 3,458 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 AGZD | $76,871 | 3,458 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 AGZD | $77,286 | 3,458 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 AGZD | $77,666 | 3,458 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 AGZD | $77,528 | 3,458 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 AGZD | $77,113 | 3,458 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 AGZD | $76,352 | 3,458 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 AGZD | $75,799 | 3,458 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 AGZD | $76,629 | 3,458 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 AGZD | $76,225 | 3,446 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||