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Horan Securities’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Horan Securities’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
2019
Q3 		– Sell
-754
Closed -$18K – 244
2019
Q2 		$18K Buy
+754
New +$18K 0.02% 125

Other funds holding AGZD

HA
Harborview Advisors Portland, Maine $179M AUM 23.7% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Horan Securities's AGZD Position: Q3 2019 in Review

Horan Securities sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q3 2019, closing a stake of 754 shares — an estimated $18K sold.

Horan Securities first reported a position in AGZD in Q2 2019 and held it in 1 quarter. The position peaked at $18K in Q2 2019. 26 funds tracked by Wall St. Rank hold AGZD as of Q3 2019.

  • Horan Securities reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q3 2019 after selling out during the quarter.
  • Horan Securities sold 754 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q3 2019, an estimated $18K.
  • Horan Securities first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q2 2019 and held it in 1 quarter.
  • Horan Securities's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $18K in Q2 2019.
  • 26 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q3 2019.

Based on Horan Securities's 13F filing for Q3 2019, filed 21 Oct 2019.