HBK Sorce Advisory’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

HBK Sorce Advisory’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	–	Sell	-12,890	Closed	-$303K	–	589
2021 Q2	$303K	Hold	12,890	–	–	0.02%	443
2021 Q1	$303K	Sell	12,890 -38	-0.3%	-$897	0.02%	403
2020 Q4	$305K	Buy	12,928 +178	+1%	+$4.18K	0.02%	369
2020 Q3	$298K	Hold	12,750	–	–	0.02%	351
2020 Q2	$300K	Buy	+12,750	New	+$298K	0.02%	325

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

Harborview Advisors Portland, Maine $179M AUM 23.7% 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

HBK Sorce Advisory's AGZD Position: Q3 2021 in Review

HBK Sorce Advisory sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q3 2021, closing a stake of 12,890 shares — an estimated $303K sold.

HBK Sorce Advisory first reported a position in AGZD in Q2 2020 and held it in 5 quarters. The position peaked at $305K in Q4 2020. 39 funds tracked by Wall St. Rank hold AGZD as of Q3 2021.

HBK Sorce Advisory reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q3 2021 after selling out during the quarter.
HBK Sorce Advisory sold 12,890 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q3 2021, an estimated $303K.
HBK Sorce Advisory first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q2 2020 and held it in 5 quarters.
HBK Sorce Advisory's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $305K in Q4 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 HBK Sorce Advisory's 13F filing for Q3 2021, filed 15 Nov 2021.