BlackRock
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BlackRock’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

BlackRock’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
Q1 		– Sell
-26
Closed -$1K – 4954
2019
Q4 		$1K Sell
26
-84
-76% -$2.01K ﹤0.01% 4902
2019
Q3 		$3K Hold
110
– – ﹤0.01% 4823
2019
Q2 		$3K Hold
110
– – ﹤0.01% 4856
2019
Q1 		$3K Hold
110
– – ﹤0.01% 4776
2018
Q4 		$3K Sell
110
-50
-31% -$1.19K ﹤0.01% 4776
2018
Q3 		$4K Hold
160
– – ﹤0.01% 4817
2018
Q2 		$4K Hold
160
– – ﹤0.01% 4838
2018
Q1 		$4K Hold
160
– – ﹤0.01% 4738
2017
Q4 		$4K Hold
160
– – ﹤0.01% 4733
2017
Q3 		$4K Buy
+160
New +$3.84K ﹤0.01% 4756

Other funds holding AGZD

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
BSAM
Blue Sky Asset Management Greenwood Village, Colorado $25.7M AUM 20.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BlackRock's AGZD Position: Q1 2020 in Review

BlackRock sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q1 2020, closing a stake of 26 shares — an estimated $1K sold.

BlackRock first reported a position in AGZD in Q3 2017 and held it in 10 quarters. The position peaked at $4K in Q3 2018. 24 funds tracked by Wall St. Rank hold AGZD as of Q1 2020.

  • BlackRock reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q1 2020 after selling out during the quarter.
  • BlackRock sold 26 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2020, an estimated $1K.
  • BlackRock first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q3 2017 and held it in 10 quarters.
  • BlackRock's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $4K in Q3 2018.
  • 24 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2020.

Based on BlackRock's 13F filing for Q1 2020, filed 1 May 2020.