AIP
AGZD icon

Almanack Investment Partners’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Almanack Investment Partners’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
Q3 		– Sell
-7,836
Closed -$187K – 236
2019
Q2 		$187K Sell
7,836
-150,206
-95% -$3.58M 0.04% 186
2019
Q1 		$3.77M Buy
158,042
+136,864
+646% +$3.26M 1.07% 22
2018
Q4 		$500K Buy
21,178
+904
+4% +$21.5K 0.15% 77
2018
Q3 		$484K Buy
20,274
+274
+1% +$6.57K 0.13% 87
2018
Q2 		$478K Buy
+20,000
New +$480K 0.22% 43

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
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Almanack Investment Partners's AGZD Position: Q3 2019 in Review

Almanack Investment Partners sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q3 2019, closing a stake of 7,836 shares — an estimated $187K sold.

Almanack Investment Partners first reported a position in AGZD in Q2 2018 and held it in 5 quarters. The position peaked at $3.77M in Q1 2019. 26 funds tracked by Wall St. Rank hold AGZD as of Q3 2019.

  • Almanack Investment Partners reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q3 2019 after selling out during the quarter.
  • Almanack Investment Partners sold 7,836 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q3 2019, an estimated $187K.
  • Almanack Investment Partners first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q2 2018 and held it in 5 quarters.
  • Almanack Investment Partners's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $3.77M in Q1 2019.
  • 26 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q3 2019.

Based on Almanack Investment Partners's 13F filing for Q3 2019, filed 8 Nov 2019.