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

FAS Wealth Partners’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
Q1 		– Sell
-124
Closed -$2.71K – 419
2022
Q4 		$2.71K Buy
124
+8
+7% +$181 ﹤0.01% 403
2022
Q3 		$3K Buy
+116
New +$2.66K ﹤0.01% 385

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
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

FAS Wealth Partners's AGZD Position: Q1 2023 in Review

FAS Wealth Partners sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q1 2023, closing a stake of 124 shares — an estimated $2.71K sold.

FAS Wealth Partners first reported a position in AGZD in Q3 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 59 funds tracked by Wall St. Rank hold AGZD as of Q1 2023.

  • FAS Wealth Partners reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q1 2023 after selling out during the quarter.
  • FAS Wealth Partners sold 124 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2023, an estimated $2.71K.
  • FAS Wealth Partners first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q3 2022 and held it in 2 quarters.
  • FAS Wealth Partners's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $3K in Q3 2022.
  • 59 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2023.

Based on FAS Wealth Partners's 13F filing for Q1 2023, filed 11 May 2023.