IFP Advisors’s WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund AGND Stock Holding History

IFP Advisors’s Portfolio AGND Stock Details AGND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-315	Closed	-$14K	–	4009
2018 Q3	$14K	Hold	315	–	–	﹤0.01%	2681
2018 Q2	$14K	Hold	315	–	–	﹤0.01%	2714
2018 Q1	$14K	Hold	315	–	–	﹤0.01%	2615
2017 Q4	$14K	Hold	315	–	–	﹤0.01%	2651
2017 Q3	$14K	Hold	315	–	–	﹤0.01%	2854
2017 Q2	$14K	Hold	315	–	–	﹤0.01%	2827
2017 Q1	$14K	Hold	315	–	–	﹤0.01%	2745
2016 Q4	$14K	Hold	315	–	–	﹤0.01%	2723
2016 Q3	$13K	Hold	315	–	–	﹤0.01%	2688
2016 Q2	$13K	Buy	+315	New	+$13.5K	﹤0.01%	2632
2016 Q1	–	Sell	-153	Closed	-$7K	–	3767
2015 Q4	$7K	Buy	+153	New	+$6.76K	﹤0.01%	2808

Other funds holding AGND

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

AWM

AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

IFP Advisors's AGND Position: Q4 2018 in Review

IFP Advisors sold out of WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund (AGND) in Q4 2018, closing a stake of 315 shares — an estimated $14K sold.

IFP Advisors first reported a position in AGND in Q4 2015 and held it in 11 quarters. The position peaked at $14K in Q3 2018. 17 funds tracked by Wall St. Rank hold AGND as of Q4 2018.

IFP Advisors reported no remaining WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund position as of Q4 2018 after selling out during the quarter.
IFP Advisors sold 315 WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund shares in Q4 2018, an estimated $14K.
IFP Advisors first reported a position in WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund in Q4 2015 and held it in 11 quarters.
IFP Advisors's WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund position peaked at $14K in Q3 2018.
17 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund as of Q4 2018.

Based on IFP Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.