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Clear Point Advisors’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Clear Point Advisors’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
Q4 		– Sell
-1,903
Closed -$42.7K – 116
2024
Q3 		$42.7K Buy
1,903
+18
+1% +$401 0.03% 211
2024
Q2 		$42K Sell
1,885
-449
-19% -$9.97K 0.03% 208
2024
Q1 		$51.5K Buy
2,334
+21
+0.9% +$462 0.04% 200
2023
Q4 		$50.7K Buy
+2,313
New +$51.2K 0.04% 188

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HFA
Hershey Financial Advisers Lancaster, Pennsylvania $116M AUM 30.33% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return

Clear Point Advisors's AGZD Position: Q4 2024 in Review

Clear Point Advisors sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q4 2024, closing a stake of 1,903 shares — an estimated $42.7K sold.

Clear Point Advisors first reported a position in AGZD in Q4 2023 and held it in 4 quarters. The position peaked at $51.5K in Q1 2024. 58 funds tracked by Wall St. Rank hold AGZD as of Q4 2024.

  • Clear Point Advisors reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 1,903 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q4 2024, an estimated $42.7K.
  • Clear Point Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $51.5K in Q1 2024.
  • 58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.