Arete Wealth Advisors’s WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund AGND Stock Holding History

Arete Wealth Advisors’s Portfolio AGND Stock Details AGND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-12,492	Closed	-$531K	–	419
2018 Q4	$531K	Buy	+12,492	New	+$546K	0.13%	183

Other funds holding AGND

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

AWM

AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Arete Wealth Advisors's AGND Position: Q1 2019 in Review

Arete Wealth Advisors sold out of WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund (AGND) in Q1 2019, closing a stake of 12,492 shares — an estimated $531K sold.

Arete Wealth Advisors first reported a position in AGND in Q4 2018 and held it in 1 quarter. The position peaked at $531K in Q4 2018. 12 funds tracked by Wall St. Rank hold AGND as of Q1 2019.

Arete Wealth Advisors reported no remaining WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund position as of Q1 2019 after selling out during the quarter.
Arete Wealth Advisors sold 12,492 WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund shares in Q1 2019, an estimated $531K.
Arete Wealth Advisors first reported a position in WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund in Q4 2018 and held it in 1 quarter.
Arete Wealth Advisors's WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund position peaked at $531K in Q4 2018.
12 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund as of Q1 2019.

Based on Arete Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.