Adamsbrown Wealth Consultants’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Adamsbrown Wealth Consultants’s Portfolio AGZD Stock Details AGZD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-46,632	Closed	-$1.01M	–	79
2023 Q1	$1.01M	Buy	46,632 +3,152	+7%	+$68.9K	0.59%	27
2022 Q4	$945K	Buy	43,480 +9,800	+29%	+$221K	0.57%	28
2022 Q3	$768K	Buy	33,680 +21,558	+178%	+$494K	0.58%	32
2022 Q2	$276K	Buy	+12,122	New	+$279K	0.22%	64

Other funds holding AGZD

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MLRA

Main Line Retirement Advisors Whitefish, Montana $200M AUM 15.21% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Adamsbrown Wealth Consultants's AGZD Position: Q2 2023 in Review

Adamsbrown Wealth Consultants sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q2 2023, closing a stake of 46,632 shares — an estimated $1.01M sold.

Adamsbrown Wealth Consultants first reported a position in AGZD in Q2 2022 and held it in 4 quarters. The position peaked at $1.01M in Q1 2023. 56 funds tracked by Wall St. Rank hold AGZD as of Q2 2023.

Adamsbrown Wealth Consultants reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q2 2023 after selling out during the quarter.
Adamsbrown Wealth Consultants sold 46,632 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2023, an estimated $1.01M.
Adamsbrown Wealth Consultants first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q2 2022 and held it in 4 quarters.
Adamsbrown Wealth Consultants's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $1.01M in Q1 2023.
56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2023.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2023, filed 12 Jul 2023.