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

Beacon Financial Advisory’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
2020 Q2	–	Sell	-12,444	Closed	-$286K	–	147
2020 Q1	$286K	Buy	12,444 +66	+0.5%	+$1.56K	0.36%	96
2019 Q4	$297K	Buy	+12,378	New	+$297K	0.25%	116

Other funds holding AGZD

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

HHRDM

H&H Retirement Design & Management Las Vegas, Nevada $213M AUM 12.31% 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

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

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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

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

Beacon Financial Advisory's AGZD Position: Q2 2020 in Review

Beacon Financial Advisory sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q2 2020, closing a stake of 12,444 shares — an estimated $286K sold.

Beacon Financial Advisory first reported a position in AGZD in Q4 2019 and held it in 2 quarters. The position peaked at $297K in Q4 2019. 23 funds tracked by Wall St. Rank hold AGZD as of Q2 2020.

Beacon Financial Advisory reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q2 2020 after selling out during the quarter.
Beacon Financial Advisory sold 12,444 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2020, an estimated $286K.
Beacon Financial Advisory first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q4 2019 and held it in 2 quarters.
Beacon Financial Advisory's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $297K in Q4 2019.
23 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2020.

Based on Beacon Financial Advisory's 13F filing for Q2 2020, filed 7 Jul 2020.