AG
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Advisor Group’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Advisor Group’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
2019
Q4 		$333K Buy
13,832
+950
+7% +$22.8K ﹤0.01% 1970
2019
Q3 		$308K Buy
12,882
+1,912
+17% +$45.7K ﹤0.01% 1987
2019
Q2 		$262K Sell
10,970
-1,784
-14% -$42.6K ﹤0.01% 2094
2019
Q1 		$305K Buy
12,754
+2,304
+22% +$54.8K ﹤0.01% 1959
2018
Q4 		$247K Buy
10,450
+2,738
+36% +$65.3K ﹤0.01% 1938
2018
Q3 		$185K Buy
7,712
+7,154
+1,282% +$172K ﹤0.01% 2218
2018
Q2 		$13K Sell
558
-644
-54% -$15.5K ﹤0.01% 3929
2018
Q1 		$29K Buy
+1,202
New +$29K ﹤0.01% 3446
2017
Q2 		– Sell
-138
Closed -$3K – 4771
2017
Q1 		$3K Sell
138
-120
-47% -$2.89K ﹤0.01% 4273
2016
Q4 		$6K Hold
258
– – ﹤0.01% 3822
2016
Q3 		$6K Hold
258
– – ﹤0.01% 3797
2016
Q2 		$6K Buy
+258
New +$6.16K ﹤0.01% 3685

Other funds holding AGZD

HA
Harborview Advisors Portland, Maine $179M AUM 23.7% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BSAM
Blue Sky Asset Management Greenwood Village, Colorado $25.7M AUM 20.46% 1-Year Est. Return

Advisor Group's AGZD Position: Q4 2019 in Review

Advisor Group increased its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 7.4% in Q4 2019, buying an estimated $22.8K and bringing the position to 13,832 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #1970.

Advisor Group first reported a position in AGZD in Q2 2016 and has held it in 12 quarters since. 25 funds tracked by Wall St. Rank hold AGZD as of Q4 2019.

  • Advisor Group held 13,832 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $333K as of Q4 2019.
  • Advisor Group bought 950 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q4 2019, an estimated $22.8K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1970 holding.
  • Advisor Group first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q2 2016 and has held it in 12 quarters since.
  • 25 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.