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	-6	Closed	-$143	–	1417
2024 Q1	$143	Sell	6 -43	-88%	-$946	﹤0.01%	945
2023 Q4	$1.08K	Buy	+49	New	+$1.08K	﹤0.01%	786
2021 Q3	$258K	Sell	9,140 -4,714	-34%	-$111K	0.12%	141
2021 Q2	$326K	Buy	+13,854	New	+$326K	0.12%	117
2020 Q4	$664K	Buy	+28,126	New	+$661K	0.61%	38
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 $8.4B AUM 21.02% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

DWM

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

Sykon Capital Harrison, New York $325M AUM 19.22% 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 6 shares — an estimated $143 sold.

Financial Gravity Asset Management first reported a position in AGZD in Q2 2019 and held it in 8 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 6 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2024, an estimated $143.
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 8 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.