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

Freedom Investment 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
-41,108
Closed -$908K – 777
2024
Q1 		$908K Sell
41,108
-28,962
-41% -$637K 0.07% 269
2023
Q4 		$1.54M Sell
70,070
-68,141
-49% -$1.51M 0.13% 154
2023
Q3 		$3.06M Sell
138,211
-3,803
-3% -$84.4K 0.37% 53
2023
Q2 		$3.14M Sell
142,014
-91,024
-39% -$1.99M 0.35% 55
2023
Q1 		$5.07M Sell
233,038
-11,520
-5% -$252K 0.57% 25
2022
Q4 		$5.31M Buy
244,558
+40,052
+20% +$904K 0.6% 21
2022
Q3 		$4.66M Sell
204,506
-13,438
-6% -$308K 0.54% 30
2022
Q2 		$4.97M Sell
217,944
-17,342
-7% -$399K 0.53% 33
2022
Q1 		$5.46M Sell
235,286
-262,814
-53% -$6.1M 0.49% 42
2021
Q4 		$11.6M Sell
498,100
-40,164
-7% -$940K 0.85% 12
2021
Q3 		$12.6M Sell
538,264
-23,592
-4% -$553K 0.96% 13
2021
Q2 		$13.2M Sell
561,856
-27,372
-5% -$644K 0.98% 12
2021
Q1 		$13.8M Buy
+589,228
New +$13.9M 1.08% 12

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

Freedom Investment Management's AGZD Position: Q2 2024 in Review

Freedom Investment Management sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q2 2024, closing a stake of 41,108 shares — an estimated $908K sold.

Freedom Investment Management first reported a position in AGZD in Q1 2021 and held it in 13 quarters. The position peaked at $13.8M in Q1 2021. 57 funds tracked by Wall St. Rank hold AGZD as of Q2 2024.

  • Freedom Investment 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.
  • Freedom Investment Management sold 41,108 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2024, an estimated $908K.
  • Freedom Investment Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q1 2021 and held it in 13 quarters.
  • Freedom Investment Management's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $13.8M in Q1 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 Freedom Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.