CREATIVE FINANCIAL DESIGNS INC /ADV
Position in AGZD — WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
CIK 819864
KOKOMO, IN
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 | $564,291 | 25,024 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 AGZD | $584,087 | 25,971 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 AGZD | $599,490 | 26,644 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 AGZD | $358,436 | 16,124 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 AGZD | $354,850 | 15,877 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 AGZD | $330,701 | 14,724 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 AGZD | $331,143 | 14,770 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 AGZD | $316,392 | 14,188 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 AGZD | $308,435 | 13,969 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 AGZD | $241,952 | 11,038 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 AGZD | $527,585 | 23,808 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 AGZD | $267,939 | 12,113 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 AGZD | $321,904 | 14,790 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 AGZD | $207,803 | 9,563 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||