Modern Wealth Management, LLC
Position in AGZD — WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
CIK 2001900
KANSAS CITY, MO
All Filings in AGZD
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 AGZD | $3,748,612 | 166,605 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 AGZD | $4,343,363 | 195,383 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 AGZD | $4,439,447 | 198,633 | Shares | Sole | 2025-06-02 | |
| 2024-12-31 AGZD | $4,521,714 | 201,323 | Shares | Sole | 2025-05-30 | |
| 2024-09-30 AGZD | $23,075,403 | 1,029,233 | Shares | Sole | 2025-05-30 | |
| 2024-06-30 AGZD | $20,849,385 | 934,950 | Shares | Sole | 2025-05-29 | |
| 2024-03-31 AGZD | $23,676,052 | 1,072,285 | Shares | Sole | 2025-05-29 | |
| 2023-12-31 AGZD | $19,828,590 | 904,589 | Shares | Other | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||