Huntington National Bank’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Huntington National Bank’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
2024 Q4	–	Hold	0	–	–	–	1878
2023 Q4	–	Hold	0	–	–	–	1030
2023 Q3	–	Hold	0	–	–	–	1588
2023 Q2	–	Hold	0	–	–	–	1596
2023 Q1	–	Hold	0	–	–	–	1563
2022 Q4	–	Hold	0	–	–	–	1522
2022 Q3	–	Hold	0	–	–	–	1547
2022 Q2	–	Hold	0	–	–	–	1585
2022 Q1	–	Hold	0	–	–	–	1580
2021 Q4	–	Hold	0	–	–	–	1564
2021 Q3	–	Hold	0	–	–	–	1444
2021 Q2	–	Hold	0	–	–	–	1441
2021 Q1	–	Hold	0	–	–	–	1326
2020 Q4	–	Hold	0	–	–	–	1297
2020 Q3	–	Hold	0	–	–	–	1220
2020 Q2	–	Hold	0	–	–	–	1199
2020 Q1	–	Hold	0	–	–	–	1188

Other funds holding AGZD

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

HighTower Advisors

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

Hershey Financial Advisers Lancaster, Pennsylvania $116M AUM 30.33% 1-Year Est. Return

Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return