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Foundations Investment Advisors’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Foundations Investment Advisors’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
2023
Q4 		– Sell
-45,543
Closed -$1.01M – 668
2023
Q3 		$1.01M Buy
45,543
+2,251
+5% +$49.9K 0.03% 281
2023
Q2 		$958K Buy
43,292
+19,750
+84% +$432K 0.03% 267
2023
Q1 		$512K Buy
+23,542
New +$515K 0.02% 317

Other funds holding AGZD

MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Jane Street
Jane Street New York $777B AUM 61.18% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return

Foundations Investment Advisors's AGZD Position: Q4 2023 in Review

Foundations Investment Advisors sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q4 2023, closing a stake of 45,543 shares — an estimated $1.01M sold.

Foundations Investment Advisors first reported a position in AGZD in Q1 2023 and held it in 3 quarters. The position peaked at $1.01M in Q3 2023. 66 funds tracked by Wall St. Rank hold AGZD as of Q4 2023.

  • Foundations Investment Advisors reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q4 2023 after selling out during the quarter.
  • Foundations Investment Advisors sold 45,543 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q4 2023, an estimated $1.01M.
  • Foundations Investment Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q1 2023 and held it in 3 quarters.
  • Foundations Investment Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $1.01M in Q3 2023.
  • 66 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q4 2023.

Based on Foundations Investment Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.