LifePlan Financial Group’s WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund AGND Stock Holding History

LifePlan Financial Group’s Portfolio AGND Stock Details AGND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-221	Closed	-$9K	–	568
2019 Q2	$9K	Hold	221	–	–	﹤0.01%	415
2019 Q1	$9K	Hold	221	–	–	﹤0.01%	415
2018 Q4	$9K	Hold	221	–	–	0.01%	400
2018 Q3	$10K	Buy	+221	New	+$9.64K	0.01%	391

Other funds holding AGND

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

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

AWM

AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

LifePlan Financial Group's AGND Position: Q3 2019 in Review

LifePlan Financial Group sold out of WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund (AGND) in Q3 2019, closing a stake of 221 shares — an estimated $9K sold.

LifePlan Financial Group first reported a position in AGND in Q3 2018 and held it in 4 quarters. The position peaked at $10K in Q3 2018. 10 funds tracked by Wall St. Rank hold AGND as of Q3 2019.

LifePlan Financial Group reported no remaining WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund position as of Q3 2019 after selling out during the quarter.
LifePlan Financial Group sold 221 WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund shares in Q3 2019, an estimated $9K.
LifePlan Financial Group first reported a position in WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund in Q3 2018 and held it in 4 quarters.
LifePlan Financial Group's WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund position peaked at $10K in Q3 2018.
10 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund as of Q3 2019.

Based on LifePlan Financial Group's 13F filing for Q3 2019, filed 15 Oct 2019.