Advisory Services Network’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Advisory Services Network’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 Q1	–	Sell	-94,072	Closed	-$2.04M	–	3993
2022 Q4	$2.04M	Buy	94,072 +92	+0.1%	+$2.08K	0.06%	369
2022 Q3	$2.14M	Buy	93,980 +2,116	+2%	+$48.5K	0.08%	315
2022 Q2	$2.09M	Buy	91,864 +27,578	+43%	+$635K	0.07%	330
2022 Q1	$1.49M	Buy	64,286 +1,152	+2%	+$26.7K	0.04%	493
2021 Q4	$1.47M	Buy	+63,134	New	+$1.48M	0.04%	491
2019 Q4	–	Sell	-66	Closed	-$2K	–	3063
2019 Q3	$2K	Hold	66	–	–	﹤0.01%	2610
2019 Q2	$2K	Buy	+66	New	+$1.57K	﹤0.01%	2608

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

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

DADC

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

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

SOS

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Advisory Services Network's AGZD Position: Q1 2023 in Review

Advisory Services Network sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q1 2023, closing a stake of 94,072 shares — an estimated $2.04M sold.

Advisory Services Network first reported a position in AGZD in Q2 2019 and held it in 7 quarters. The position peaked at $2.14M in Q3 2022. 59 funds tracked by Wall St. Rank hold AGZD as of Q1 2023.

Advisory Services Network reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q1 2023 after selling out during the quarter.
Advisory Services Network sold 94,072 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2023, an estimated $2.04M.
Advisory Services Network first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q2 2019 and held it in 7 quarters.
Advisory Services Network's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $2.14M in Q3 2022.
59 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2023.

Based on Advisory Services Network's 13F filing for Q1 2023, filed 17 May 2023.