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

Citigroup’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
2015
Q1 		– Sell
-2,000
Closed -$49K – 7178
2014
Q4 		$49K Buy
+2,000
New +$49.5K ﹤0.01% 5705

Other funds holding AGZD

MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UFA
US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return

Citigroup's AGZD Position: Q1 2015 in Review

Citigroup sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q1 2015, closing a stake of 2,000 shares — an estimated $49K sold.

Citigroup first reported a position in AGZD in Q4 2014 and held it in 1 quarter. The position peaked at $49K in Q4 2014. 13 funds tracked by Wall St. Rank hold AGZD as of Q1 2015.

  • Citigroup reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q1 2015 after selling out during the quarter.
  • Citigroup sold 2,000 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2015, an estimated $49K.
  • Citigroup first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q4 2014 and held it in 1 quarter.
  • Citigroup's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $49K in Q4 2014.
  • 13 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2015.

Based on Citigroup's 13F filing for Q1 2015, filed 14 May 2015.