Integrated Wealth Concepts’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Integrated Wealth Concepts’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 Q1	–	Sell	-19,122	Closed	-$415K	–	1347
2022 Q4	$415K	Buy	19,122 +5,116	+37%	+$115K	0.01%	713
2022 Q3	$319K	Sell	14,006 -82	-0.6%	-$1.88K	0.01%	715
2022 Q2	$321K	Buy	+14,088	New	+$324K	0.01%	736

Other funds holding AGZD

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

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

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Integrated Wealth Concepts's AGZD Position: Q1 2023 in Review

Integrated Wealth Concepts sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q1 2023, closing a stake of 19,122 shares — an estimated $415K sold.

Integrated Wealth Concepts first reported a position in AGZD in Q2 2022 and held it in 3 quarters. The position peaked at $415K in Q4 2022. 59 funds tracked by Wall St. Rank hold AGZD as of Q1 2023.

Integrated Wealth Concepts reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q1 2023 after selling out during the quarter.
Integrated Wealth Concepts sold 19,122 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2023, an estimated $415K.
Integrated Wealth Concepts first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q2 2022 and held it in 3 quarters.
Integrated Wealth Concepts's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $415K in Q4 2022.
59 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2023.

Based on Integrated Wealth Concepts's 13F filing for Q1 2023, filed 3 May 2023.