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

Connectus Wealth’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
Q1 		$315K Buy
14,272
+29
+0.2% +$638 0.01% 319
2023
Q4 		$312K Sell
14,243
-754
-5% -$16.7K 0.01% 450
2023
Q3 		$332K Buy
+14,997
New +$333K 0.01% 427

Other funds holding AGZD

MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
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
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Connectus Wealth's AGZD Position: Q1 2024 in Review

Connectus Wealth increased its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 0.2% in Q1 2024, buying an estimated $638 and bringing the position to 14,272 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #319.

Connectus Wealth first reported a position in AGZD in Q3 2023 and has held it in 3 quarters since. The position peaked at $332K in Q3 2023. 56 funds tracked by Wall St. Rank hold AGZD as of Q1 2024.

  • Connectus Wealth held 14,272 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $315K as of Q1 2024.
  • Connectus Wealth bought 29 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2024, an estimated $638.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up 0.01% of Connectus Wealth's portfolio in Q1 2024, its #319 holding.
  • Connectus Wealth first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q3 2023 and has held it in 3 quarters since.
  • Connectus Wealth's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $332K in Q3 2023.
  • 56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.