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Lee Financial Group Hawaii’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Lee Financial Group Hawaii’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
2024
Q1 		$935K Buy
42,348
+1,830
+5% +$40.3K 0.73% 13
2023
Q4 		$888K Buy
40,518
+3,450
+9% +$76.4K 0.76% 14
2023
Q3 		$821K Sell
37,068
-216
-0.6% -$4.79K 0.75% 13
2023
Q2 		$825K Buy
+37,284
New +$815K 0.75% 13

Other funds holding AGZD

MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Lee Financial Group Hawaii's AGZD Position: Q1 2024 in Review

Lee Financial Group Hawaii increased its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 4.5% in Q1 2024, buying an estimated $40.3K and bringing the position to 42,348 shares worth $935K. The position accounts for 0.73% of the portfolio, ranked #13.

Lee Financial Group Hawaii first reported a position in AGZD in Q2 2023 and has held it in 4 quarters since. 56 funds tracked by Wall St. Rank hold AGZD as of Q1 2024.

  • Lee Financial Group Hawaii held 42,348 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $935K as of Q1 2024.
  • Lee Financial Group Hawaii bought 1,830 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2024, an estimated $40.3K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up 0.73% of Lee Financial Group Hawaii's portfolio in Q1 2024, its #13 holding.
  • Lee Financial Group Hawaii first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q2 2023 and has held it in 4 quarters since.
  • 56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2024.

Based on Lee Financial Group Hawaii's 13F filing for Q1 2024, filed 24 Apr 2024.