Golden State Equity Partners’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Golden State Equity Partners’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 Q2	–	Sell	-15,724	Closed	-$342K	–	382
2023 Q1	$342K	Buy	+15,724	New	+$344K	0.19%	133
2022 Q1	$1.08M	Buy	+46,588	New	+$1.08M	0.54%	56

Other funds holding AGZD

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MLRA

Main Line Retirement Advisors Whitefish, Montana $200M AUM 15.21% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Golden State Equity Partners's AGZD Position: Q2 2023 in Review

Golden State Equity Partners sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q2 2023, closing a stake of 15,724 shares — an estimated $342K sold.

Golden State Equity Partners first reported a position in AGZD in Q1 2022 and held it in 2 quarters. The position peaked at $1.08M in Q1 2022. 56 funds tracked by Wall St. Rank hold AGZD as of Q2 2023.

Golden State Equity Partners reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q2 2023 after selling out during the quarter.
Golden State Equity Partners sold 15,724 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2023, an estimated $342K.
Golden State Equity Partners first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q1 2022 and held it in 2 quarters.
Golden State Equity Partners's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $1.08M in Q1 2022.
56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2023.

Based on Golden State Equity Partners's 13F filing for Q2 2023, filed 19 Jul 2023.