Ladenburg Thalmann Financial Services’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$2.41M	Buy	100,260 +5,646	+6%	+$135K	0.02%	770
2019 Q3	$2.26M	Sell	94,614 -702	-0.7%	-$16.8K	0.02%	762
2019 Q2	$2.27M	Sell	95,316 -4,668	-5%	-$111K	0.02%	744
2019 Q1	$2.39M	Buy	99,984 +74,828	+297%	+$1.78M	0.02%	699
2018 Q4	$594K	Sell	25,156 -45,968	-65%	-$1.1M	0.01%	1404
2018 Q3	$1.71M	Buy	71,124 +28,600	+67%	+$686K	0.01%	806
2018 Q2	$1.02M	Hold	42,524	–	–	0.01%	1061
2018 Q1	$1.02M	Buy	42,524 +31,320	+280%	+$755K	0.01%	1061
2017 Q4	$271K	Buy	11,204 +374	+3%	+$9.02K	﹤0.01%	1977
2017 Q3	$260K	Buy	10,830 +574	+6%	+$13.8K	﹤0.01%	1900
2017 Q2	$246K	Buy	10,256 +1,672	+19%	+$40.1K	﹤0.01%	1870
2017 Q1	$207K	Hold	8,584	–	–	﹤0.01%	1886
2016 Q4	$207K	Buy	8,584 +2,762	+47%	+$66.3K	﹤0.01%	1802
2016 Q3	$139K	Buy	+5,822	New	+$139K	﹤0.01%	2007
2015 Q3	–	Sell	-17,860	Closed	-$434K	–	4592
2015 Q2	$434K	Hold	17,860	–	–	0.01%	1118
2015 Q1	$438K	Sell	17,860 -1,040	-6%	-$25.5K	0.01%	1111
2014 Q4	$466K	Sell	18,900 -1,028	-5%	-$25.4K	0.01%	962
2014 Q3	$496K	Buy	+19,928	New	+$497K	0.01%	792

Other funds holding AGZD

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

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

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

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

BSAM

Blue Sky Asset Management Greenwood Village, Colorado $25.7M AUM 20.46% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Ladenburg Thalmann Financial Services's AGZD Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 6% in Q4 2019, buying an estimated $135K and bringing the position to 100,260 shares worth $2.41M. The position accounts for 0.02% of the portfolio, ranked #770.

Ladenburg Thalmann Financial Services first reported a position in AGZD in Q3 2014 and has held it in 18 quarters since. 25 funds tracked by Wall St. Rank hold AGZD as of Q4 2019.

Ladenburg Thalmann Financial Services held 100,260 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $2.41M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 5,646 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q4 2019, an estimated $135K.
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up 0.02% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #770 holding.
Ladenburg Thalmann Financial Services first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q3 2014 and has held it in 18 quarters since.
25 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.