GSC
AGND

Ground Swell Capital’s WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund AGND Stock Holding History

Ground Swell Capital’s Portfolio AGND Stock Details AGND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$2K Buy
+43
New +$2.03K ﹤0.01% 1983

Other funds holding AGND

MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 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
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ground Swell Capital's AGND Position: Q3 2014 in Review

Ground Swell Capital opened a new position in WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund (AGND) in Q3 2014: 43 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1983 among its holdings.

13 funds tracked by Wall St. Rank hold AGND as of Q3 2014.

  • Ground Swell Capital held 43 shares of WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund worth $2K as of Q3 2014.
  • WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund was a new Ground Swell Capital position in Q3 2014.
  • WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1983 holding.
  • 13 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.