IFWM
AGZD icon

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

Institute for 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
2020
Q1 		– Sell
-5,800
Closed -$139K – 405
2019
Q4 		$139K Buy
+5,800
New +$139K 0.03% 448

Other funds holding AGZD

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
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
HHRDM
H&H Retirement Design & Management Las Vegas, Nevada $213M AUM 12.31% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
BSAM
Blue Sky Asset Management Greenwood Village, Colorado $25.7M AUM 20.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Institute for Wealth Management's AGZD Position: Q1 2020 in Review

Institute for Wealth Management sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q1 2020, closing a stake of 5,800 shares — an estimated $139K sold.

Institute for Wealth Management first reported a position in AGZD in Q4 2019 and held it in 1 quarter. The position peaked at $139K in Q4 2019. 24 funds tracked by Wall St. Rank hold AGZD as of Q1 2020.

  • Institute for Wealth Management reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 5,800 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2020, an estimated $139K.
  • Institute for Wealth Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $139K in Q4 2019.
  • 24 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.