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

Ameritas Investment Company’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
2021
Q3 		$391K Buy
16,686
+354
+2% +$8.3K 0.02% 483
2021
Q2 		$384K Buy
16,332
+3,696
+29% +$87K 0.02% 492
2021
Q1 		$297K Buy
+12,636
New +$298K 0.03% 466
2020
Q1 		– Sell
-109,138
Closed -$2.62M – 1751
2019
Q4 		$2.62M Buy
+109,138
New +$2.62M 0.55% 32

Other funds holding AGZD

SI
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
HA
Harborview Advisors Portland, Maine $179M AUM 23.7% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Ameritas Investment Company's AGZD Position: Q3 2021 in Review

Ameritas Investment Company increased its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 2.2% in Q3 2021, buying an estimated $8.3K and bringing the position to 16,686 shares worth $391K. The position accounts for 0.02% of the portfolio, ranked #483.

Ameritas Investment Company first reported a position in AGZD in Q4 2019 and has held it in 4 quarters since. The position peaked at $2.62M in Q4 2019. 39 funds tracked by Wall St. Rank hold AGZD as of Q3 2021.

  • Ameritas Investment Company held 16,686 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $391K as of Q3 2021.
  • Ameritas Investment Company bought 354 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q3 2021, an estimated $8.3K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up 0.02% of Ameritas Investment Company's portfolio in Q3 2021, its #483 holding.
  • Ameritas Investment Company first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q4 2019 and has held it in 4 quarters since.
  • Ameritas Investment Company's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $2.62M in Q4 2019.
  • 39 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.