Fidelity Investments’s WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund AGND Stock Holding History

Fidelity Investments’s Portfolio AGND Stock Details AGND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-1	Closed	–	–	4471
2019 Q3	$0	Buy	+1	New	+$41	﹤0.01%	4410
2019 Q1	–	Sell	-1	Closed	–	–	4433
2018 Q4	$0	Buy	+1	New	+$44	﹤0.01%	4391

Other funds holding AGND

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AWM

AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return

VCP

Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Fidelity Investments's AGND Position: Q4 2019 in Review

Fidelity Investments sold out of WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund (AGND) in Q4 2019, closing a stake of 1 share.

Fidelity Investments first reported a position in AGND in Q4 2018 and held it in 2 quarters. The position peaked at $0 in Q3 2019. 8 funds tracked by Wall St. Rank hold AGND as of Q4 2019.

Fidelity Investments reported no remaining WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund position as of Q4 2019 after selling out during the quarter.
Fidelity Investments sold 1 WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund share in Q4 2019.
Fidelity Investments first reported a position in WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund in Q4 2018 and held it in 2 quarters.
Fidelity Investments's WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund position peaked at $0 in Q3 2019.
8 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund as of Q4 2019.

Based on Fidelity Investments's 13F filing for Q4 2019, filed 7 Feb 2020.