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IFP Advisors’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

IFP Advisors’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
2023
Q3 		– Sell
-359,578
Closed -$7.95M – 3298
2023
Q2 		$7.95M Sell
359,578
-2,666
-0.7% -$58.3K 0.33% 60
2023
Q1 		$8.67M Sell
362,244
-6,318
-2% -$138K 0.38% 49
2022
Q4 		$8.84M Sell
368,562
-23,596
-6% -$533K 0.24% 87
2022
Q3 		$9.4M Buy
392,158
+6,188
+2% +$142K 0.25% 83
2022
Q2 		$9.26M Hold
385,970
– – 0.3% 72
2022
Q1 		$9.26M Buy
385,970
+31,230
+9% +$725K 0.3% 72
2021
Q4 		$8.3M Buy
354,740
+8,862
+3% +$207K 0.16% 73
2021
Q3 		$8.12M Buy
345,878
+7,986
+2% +$187K 0.16% 70
2021
Q2 		$7.96M Buy
+337,892
New +$7.95M 0.16% 70
2019
Q4 		– Sell
-662
Closed -$15.9K – 2825
2019
Q3 		$16K Buy
+662
New +$15.8K ﹤0.01% 1851
2019
Q1 		$16K Buy
662
+624
+1,642% +$14.8K ﹤0.01% 1419
2018
Q4 		$1K Sell
38
-1,430
-97% -$34.1K ﹤0.01% 3258
2018
Q3 		$35K Buy
1,468
+38
+3% +$911 ﹤0.01% 2099
2018
Q2 		$34K Hold
1,430
– – ﹤0.01% 2134
2018
Q1 		$35K Hold
1,430
– – ﹤0.01% 2012
2017
Q4 		$35K Hold
1,430
– – ﹤0.01% 2036
2017
Q3 		$34K Hold
1,430
– – ﹤0.01% 2237
2017
Q2 		$34K Hold
1,430
– – ﹤0.01% 2226
2017
Q1 		$34K Hold
1,430
– – ﹤0.01% 2157
2016
Q4 		$35K Hold
1,430
– – ﹤0.01% 2080
2016
Q3 		$34K Hold
1,430
– – ﹤0.01% 2048
2016
Q2 		$34K Buy
1,430
+768
+116% +$18.3K ﹤0.01% 1989
2016
Q1 		$16K Buy
+662
New +$15.7K ﹤0.01% 1419

Other funds holding AGZD

TC
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

IFP Advisors's AGZD Position: Q3 2023 in Review

IFP Advisors sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q3 2023, closing a stake of 359,578 shares — an estimated $7.95M sold.

IFP Advisors first reported a position in AGZD in Q1 2016 and held it in 23 quarters. The position peaked at $9.4M in Q3 2022. 54 funds tracked by Wall St. Rank hold AGZD as of Q3 2023.

  • IFP Advisors reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q3 2023 after selling out during the quarter.
  • IFP Advisors sold 359,578 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q3 2023, an estimated $7.95M.
  • IFP Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q1 2016 and held it in 23 quarters.
  • IFP Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $9.4M in Q3 2022.
  • 54 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.