Carson Wealth (CWM LLC)
AGZD icon

Carson Wealth (CWM LLC)’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Carson Wealth (CWM LLC)’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
2024
Q3 		– Sell
-6
Closed – – 4790
2024
Q2 		$0 Buy
+6
New +$133 ﹤0.01% 4558

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WA
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HighTower Advisors
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DWM
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CAPTRUST Financial Advisors
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ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AGZD Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q3 2024, closing a stake of 6 shares.

Carson Wealth (CWM LLC) first reported a position in AGZD in Q2 2024 and held it in 1 quarter. The position peaked at $0 in Q2 2024. 54 funds tracked by Wall St. Rank hold AGZD as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 6 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q3 2024.
  • Carson Wealth (CWM LLC) first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q2 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $0 in Q2 2024.
  • 54 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.