Cetera Advisor Networks’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Cetera Advisor Networks’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 Q2	–	Sell	-17,876	Closed	-$389K	–	2604
2023 Q1	$389K	Sell	17,876 -10,412	-37%	-$228K	﹤0.01%	1865
2022 Q4	$615K	Sell	28,288 -12,060	-30%	-$272K	0.01%	1496
2022 Q3	$920K	Sell	40,348 -2,670	-6%	-$61.2K	0.01%	915
2022 Q2	$981K	Buy	43,018 +3,530	+9%	+$81.3K	0.01%	895
2022 Q1	$917K	Buy	+39,488	New	+$917K	0.01%	961

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MLRA

Main Line Retirement Advisors Whitefish, Montana $200M AUM 15.21% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Advisor Networks's AGZD Position: Q2 2023 in Review

Cetera Advisor Networks sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q2 2023, closing a stake of 17,876 shares — an estimated $389K sold.

Cetera Advisor Networks first reported a position in AGZD in Q1 2022 and held it in 5 quarters. The position peaked at $981K in Q2 2022. 56 funds tracked by Wall St. Rank hold AGZD as of Q2 2023.

Cetera Advisor Networks reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q2 2023 after selling out during the quarter.
Cetera Advisor Networks sold 17,876 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2023, an estimated $389K.
Cetera Advisor Networks first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q1 2022 and held it in 5 quarters.
Cetera Advisor Networks's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $981K in Q2 2022.
56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2023.

Based on Cetera Advisor Networks's 13F filing for Q2 2023, filed 10 Aug 2023.