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

Financial Gravity 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
Q2 		– Sell
-4,036
Closed -$89.1K – 1443
2024
Q1 		$89.1K Buy
4,036
+3,940
+4,104% +$86.7K 0.01% 296
2023
Q4 		$2.13K Buy
96
+49
+104% +$1.08K ﹤0.01% 972
2023
Q3 		$1.04K Sell
47
-41
-47% -$909 ﹤0.01% 760
2023
Q2 		$439K Hold
88
– – 1.19% 17
2023
Q1 		$2.41K Buy
88
+2
+2% +$44 0.07% 270
2022
Q4 		$595K Sell
86
-650
-88% -$14.7K 3.1% 4
2022
Q3 		$2.47K Hold
736
– – 0.08% 243
2022
Q2 		$2.47K Sell
736
-382
-34% -$8.8K 0.08% 259
2022
Q1 		$2.48K Sell
1,118
-8,858
-89% -$206K 0.07% 256
2021
Q4 		$2.71K Buy
9,976
+836
+9% +$19.6K 0.06% 298
2021
Q3 		$258K Sell
9,140
-4,714
-34% -$111K 0.12% 141
2021
Q2 		$326K Sell
13,854
-10,098
-42% -$238K 0.12% 117
2021
Q1 		$563 Sell
23,952
-4,174
-15% -$98.6K 0.01% 387
2020
Q4 		$664K Buy
+28,126
New +$661K 0.61% 38
2020
Q2 		– Sell
-46,488
Closed -$1.07K – 39
2020
Q1 		$1.07K Sell
46,488
-1,220
-3% -$28.9K ﹤0.01% 466
2019
Q4 		$1.15M Buy
47,708
+5,226
+12% +$125K 0.79% 14
2019
Q3 		$1.01M Buy
42,482
+30,746
+262% +$734K 0.87% 24
2019
Q2 		$280K Buy
+11,736
New +$280K 0.23% 104

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return

Financial Gravity Asset Management's AGZD Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q2 2024, closing a stake of 4,036 shares — an estimated $89.1K sold.

Financial Gravity Asset Management first reported a position in AGZD in Q2 2019 and held it in 18 quarters. The position peaked at $1.15M in Q4 2019. 57 funds tracked by Wall St. Rank hold AGZD as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 4,036 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2024, an estimated $89.1K.
  • Financial Gravity Asset Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q2 2019 and held it in 18 quarters.
  • Financial Gravity Asset Management's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $1.15M in Q4 2019.
  • 57 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.