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

Jackson Creek Investment 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
2022 Q4	–	Sell	-25,736	Closed	-$587K	–	297
2022 Q3	$587K	Buy	25,736 +348	+1%	+$7.98K	0.27%	196
2022 Q2	$582K	Buy	25,388 +406	+2%	+$9.35K	0.24%	208
2022 Q1	$580K	Buy	+24,982	New	+$580K	0.21%	220

Other funds holding AGZD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

BFG

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

Jackson Creek Investment Advisors's AGZD Position: Q4 2022 in Review

Jackson Creek Investment Advisors sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q4 2022, closing a stake of 25,736 shares — an estimated $587K sold.

Jackson Creek Investment Advisors first reported a position in AGZD in Q1 2022 and held it in 3 quarters. The position peaked at $587K in Q3 2022. 55 funds tracked by Wall St. Rank hold AGZD as of Q4 2022.

Jackson Creek Investment Advisors reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q4 2022 after selling out during the quarter.
Jackson Creek Investment Advisors sold 25,736 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q4 2022, an estimated $587K.
Jackson Creek Investment Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q1 2022 and held it in 3 quarters.
Jackson Creek Investment Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $587K in Q3 2022.
55 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q4 2022.

Based on Jackson Creek Investment Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.