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H&H Retirement Design & Management’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

H&H Retirement Design & 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
2020
Q3 		– Sell
-240,320
Closed -$5.65M – 42
2020
Q2 		$5.65M Buy
240,320
+13,490
+6% +$315K 5% 5
2020
Q1 		$5.22M Buy
+226,830
New +$5.38M 4.96% 7

Other funds holding AGZD

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
HA
Harborview Advisors Portland, Maine $179M AUM 23.7% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
BSAM
Blue Sky Asset Management Greenwood Village, Colorado $25.7M AUM 20.46% 1-Year Est. Return

H&H Retirement Design & Management's AGZD Position: Q3 2020 in Review

H&H Retirement Design & Management sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q3 2020, closing a stake of 240,320 shares — an estimated $5.65M sold.

H&H Retirement Design & Management first reported a position in AGZD in Q1 2020 and held it in 2 quarters. The position peaked at $5.65M in Q2 2020. 22 funds tracked by Wall St. Rank hold AGZD as of Q3 2020.

  • H&H Retirement Design & Management reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q3 2020 after selling out during the quarter.
  • H&H Retirement Design & Management sold 240,320 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q3 2020, an estimated $5.65M.
  • H&H Retirement Design & Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q1 2020 and held it in 2 quarters.
  • H&H Retirement Design & Management's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $5.65M in Q2 2020.
  • 22 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q3 2020.

Based on H&H Retirement Design & Management's 13F filing for Q3 2020, filed 1 Dec 2020.