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

Leuthold Group’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
Q1 		– Sell
-10,344
Closed -$241K – 190
2021
Q4 		$241K Buy
10,344
+318
+3% +$7.44K 0.03% 189
2021
Q3 		$235K Buy
+10,026
New +$235K 0.03% 184

Other funds holding AGZD

SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return

Leuthold Group's AGZD Position: Q1 2022 in Review

Leuthold Group sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q1 2022, closing a stake of 10,344 shares — an estimated $241K sold.

Leuthold Group first reported a position in AGZD in Q3 2021 and held it in 2 quarters. The position peaked at $241K in Q4 2021. 45 funds tracked by Wall St. Rank hold AGZD as of Q1 2022.

  • Leuthold Group reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q1 2022 after selling out during the quarter.
  • Leuthold Group sold 10,344 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2022, an estimated $241K.
  • Leuthold Group first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q3 2021 and held it in 2 quarters.
  • Leuthold Group's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $241K in Q4 2021.
  • 45 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2022.

Based on Leuthold Group's 13F filing for Q1 2022, filed 4 May 2022.