ICA Group Wealth Management’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

ICA Group Wealth 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
2024 Q2	–	Sell	-627	Closed	-$13.8K	–	803
2024 Q1	$13.8K	Sell	627 -91	-13%	-$2K	﹤0.01%	831
2023 Q4	$15.7K	Buy	+718	New	+$15.9K	﹤0.01%	785
2023 Q3	–	Sell	-688	Closed	-$15.2K	–	259
2023 Q2	$15.2K	Buy	688 +6	+0.9%	+$131	﹤0.01%	759
2023 Q1	$14.8K	Buy	+682	New	+$14.9K	﹤0.01%	731

Other funds holding AGZD

MWM

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

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

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

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

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

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

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

DWM

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

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

ICA Group Wealth Management's AGZD Position: Q2 2024 in Review

ICA Group Wealth Management sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q2 2024, closing a stake of 627 shares — an estimated $13.8K sold.

ICA Group Wealth Management first reported a position in AGZD in Q1 2023 and held it in 4 quarters. The position peaked at $15.7K in Q4 2023. 57 funds tracked by Wall St. Rank hold AGZD as of Q2 2024.

ICA Group Wealth Management reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 627 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2024, an estimated $13.8K.
ICA Group Wealth Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q1 2023 and held it in 4 quarters.
ICA Group Wealth Management's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $15.7K in Q4 2023.
57 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.