Cerity Partners
AGZD icon

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

Cerity Partners’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
-45,050
Closed -$979K – 1849
2022
Q4 		$979K Buy
45,050
+4,566
+11% +$103K 0.01% 697
2022
Q3 		$923K Sell
40,484
-42,426
-51% -$973K 0.01% 535
2022
Q2 		$1.89M Buy
+82,910
New +$1.91M 0.02% 416

Other funds holding AGZD

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Osaic Holdings
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

Cerity Partners's AGZD Position: Q1 2023 in Review

Cerity Partners sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q1 2023, closing a stake of 45,050 shares — an estimated $979K sold.

Cerity Partners first reported a position in AGZD in Q2 2022 and held it in 3 quarters. The position peaked at $1.89M in Q2 2022. 59 funds tracked by Wall St. Rank hold AGZD as of Q1 2023.

  • Cerity Partners reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q1 2023 after selling out during the quarter.
  • Cerity Partners sold 45,050 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2023, an estimated $979K.
  • Cerity Partners first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q2 2022 and held it in 3 quarters.
  • Cerity Partners's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $1.89M 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 Cerity Partners's 13F filing for Q1 2023, filed 11 May 2023.