Empirical Asset Management’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Empirical Asset Management’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 Q3	–	Sell	-25,452	Closed	-$568K	–	310
2024 Q2	$568K	Sell	25,452 -9,989	-28%	-$222K	0.21%	136
2024 Q1	$783K	Buy	35,441 +310	+0.9%	+$6.82K	0.38%	73
2023 Q4	$770K	Sell	35,131 -646	-2%	-$14.3K	0.63%	51
2023 Q3	$793K	Buy	35,777 +553	+2%	+$12.3K	0.69%	46
2023 Q2	$779K	Buy	35,224 +1,846	+6%	+$40.3K	0.69%	46
2023 Q1	$726K	Buy	+33,378	New	+$730K	0.69%	50

Other funds holding AGZD

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

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

DWM

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

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

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Empirical Asset Management's AGZD Position: Q3 2024 in Review

Empirical Asset Management sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q3 2024, closing a stake of 25,452 shares — an estimated $568K sold.

Empirical Asset Management first reported a position in AGZD in Q1 2023 and held it in 6 quarters. The position peaked at $793K in Q3 2023. 54 funds tracked by Wall St. Rank hold AGZD as of Q3 2024.

Empirical Asset Management reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q3 2024 after selling out during the quarter.
Empirical Asset Management sold 25,452 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q3 2024, an estimated $568K.
Empirical Asset Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q1 2023 and held it in 6 quarters.
Empirical Asset Management's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $793K in Q3 2023.
54 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q3 2024.

Based on Empirical Asset Management's 13F filing for Q3 2024, filed 11 Oct 2024.