BlackDiamond Wealth Management’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

BlackDiamond Wealth Management’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	-104,666	Closed	-$2.28M	–	113
2022 Q4	$2.28M	Sell	104,666 -11,176	-10%	-$252K	2.59%	6
2022 Q3	$2.62M	Sell	115,842 -5,546	-5%	-$127K	3.16%	5
2022 Q2	$2.79M	Buy	121,388 +33,068	+37%	+$762K	3.47%	6
2022 Q1	$2.05M	Buy	+88,320	New	+$2.05M	2.45%	6

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

BlackDiamond Wealth Management's AGZD Position: Q1 2023 in Review

BlackDiamond Wealth Management sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q1 2023, closing a stake of 104,666 shares — an estimated $2.28M sold.

BlackDiamond Wealth Management first reported a position in AGZD in Q1 2022 and held it in 4 quarters. The position peaked at $2.79M in Q2 2022. 59 funds tracked by Wall St. Rank hold AGZD as of Q1 2023.

BlackDiamond Wealth Management reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q1 2023 after selling out during the quarter.
BlackDiamond Wealth Management sold 104,666 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2023, an estimated $2.28M.
BlackDiamond Wealth Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q1 2022 and held it in 4 quarters.
BlackDiamond Wealth Management's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $2.79M in Q2 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 BlackDiamond Wealth Management's 13F filing for Q1 2023, filed 2 May 2023.