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

Harborview 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
2021 Q3	$12.2M	Buy	521,814 +362	+0.1%	+$8.49K	6.85%	3
2021 Q2	$12.3M	Buy	521,452 +32,172	+7%	+$757K	6.87%	3
2021 Q1	$11.5M	Buy	489,280 +54,774	+13%	+$1.29M	6.95%	3
2020 Q4	$10.2M	Buy	434,506 +28,640	+7%	+$673K	6.86%	3
2020 Q3	$9.49M	Sell	405,866 -122,432	-23%	-$2.88M	7.25%	2
2020 Q2	$12.4M	Buy	528,298 +88,178	+20%	+$2.06M	10.27%	1
2020 Q1	$10.1M	Sell	440,120 -4,668	-1%	-$111K	10.1%	2
2019 Q4	$10.7M	Buy	444,788 +2,940	+0.7%	+$70.5K	8.19%	4
2019 Q3	$10.6M	Buy	441,848 +222,910	+102%	+$5.32M	8.49%	3
2019 Q2	$5.22M	Buy	218,938 +3,946	+2%	+$94.2K	4.22%	8
2019 Q1	$5.13M	Sell	214,992 -24,830	-10%	-$591K	4.45%	8
2018 Q4	$5.67M	Sell	239,822 -8,514	-3%	-$203K	6.64%	5
2018 Q3	$5.96M	Buy	+248,336	New	+$5.96M	6.06%	5

Other funds holding AGZD

SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

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

Harborview Advisors's AGZD Position: Q3 2021 in Review

Harborview Advisors increased its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 0.07% in Q3 2021, buying an estimated $8.49K and bringing the position to 521,814 shares worth $12.2M. The position accounts for 6.85% of the portfolio, ranked #3.

Harborview Advisors first reported a position in AGZD in Q3 2018 and has held it in 13 quarters since. The position peaked at $12.4M in Q2 2020. 39 funds tracked by Wall St. Rank hold AGZD as of Q3 2021.

Harborview Advisors held 521,814 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $12.2M as of Q3 2021.
Harborview Advisors bought 362 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q3 2021, an estimated $8.49K.
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up 6.85% of Harborview Advisors's portfolio in Q3 2021, its #3 holding.
Harborview Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q3 2018 and has held it in 13 quarters since.
Harborview Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $12.4M in Q2 2020.
39 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.