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First Wilshire Securities Management’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

First Wilshire Securities 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
-15,242
Closed -$337K – 81
2024
Q1 		$337K Sell
15,242
-1,158
-7% -$25.5K 0.1% 65
2023
Q4 		$359K Hold
16,400
– – 0.12% 67
2023
Q3 		$363K Hold
16,400
– – 0.12% 66
2023
Q2 		$363K Hold
16,400
– – 0.12% 64
2023
Q1 		$357K Hold
16,400
– – 0.12% 65
2022
Q4 		$356K Sell
16,400
-600
-4% -$13.5K 0.12% 65
2022
Q3 		$387K Hold
17,000
– – 0.16% 56
2022
Q2 		$388K Hold
17,000
– – 0.14% 56
2022
Q1 		$395K Hold
17,000
– – 0.14% 60
2021
Q4 		$397K Hold
17,000
– – 0.12% 59
2021
Q3 		$398K Hold
17,000
– – 0.13% 58
2021
Q2 		$400K Buy
+17,000
New +$400K 0.14% 55

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

First Wilshire Securities Management's AGZD Position: Q2 2024 in Review

First Wilshire Securities Management sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q2 2024, closing a stake of 15,242 shares — an estimated $337K sold.

First Wilshire Securities Management first reported a position in AGZD in Q2 2021 and held it in 12 quarters. The position peaked at $400K in Q2 2021. 57 funds tracked by Wall St. Rank hold AGZD as of Q2 2024.

  • First Wilshire Securities 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.
  • First Wilshire Securities Management sold 15,242 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2024, an estimated $337K.
  • First Wilshire Securities Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q2 2021 and held it in 12 quarters.
  • First Wilshire Securities Management's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $400K in Q2 2021.
  • 57 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2024.

Based on First Wilshire Securities Management's 13F filing for Q2 2024, filed 14 Aug 2024.