Focus Financial Network’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Focus Financial Network’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
2020 Q2	–	Sell	-12,606	Closed	-$290K	–	388
2020 Q1	$290K	Sell	12,606 -718	-5%	-$17K	0.04%	279
2019 Q4	$320K	Sell	13,324 -2,974	-18%	-$71.3K	0.04%	301
2019 Q3	$390K	Sell	16,298 -8,552	-34%	-$204K	0.05%	258
2019 Q2	$592K	Buy	24,850 +4,152	+20%	+$99.1K	0.09%	196
2019 Q1	$494K	Buy	+20,698	New	+$492K	0.08%	207

Other funds holding AGZD

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

Harborview Advisors Portland, Maine $179M AUM 23.7% 1-Year Est. Return

UWM

USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return

HHRDM

H&H Retirement Design & Management Las Vegas, Nevada $213M AUM 12.31% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Focus Financial Network's AGZD Position: Q2 2020 in Review

Focus Financial Network sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q2 2020, closing a stake of 12,606 shares — an estimated $290K sold.

Focus Financial Network first reported a position in AGZD in Q1 2019 and held it in 5 quarters. The position peaked at $592K in Q2 2019. 23 funds tracked by Wall St. Rank hold AGZD as of Q2 2020.

Focus Financial Network reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q2 2020 after selling out during the quarter.
Focus Financial Network sold 12,606 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2020, an estimated $290K.
Focus Financial Network first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q1 2019 and held it in 5 quarters.
Focus Financial Network's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $592K in Q2 2019.
23 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2020.

Based on Focus Financial Network's 13F filing for Q2 2020, filed 24 Jul 2024.