Main Line Retirement Advisors’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Main Line Retirement 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
2024 Q4	–	Sell	-14,058	Closed	-$315K	–	41
2024 Q3	$315K	Sell	14,058 -609	-4%	-$13.6K	0.22%	27
2024 Q2	$327K	Sell	14,667 -109	-0.7%	-$2.42K	0.25%	25
2024 Q1	$342K	Sell	14,776 -2,955	-17%	-$65K	0.27%	24
2023 Q4	$405K	Buy	+17,731	New	+$393K	0.35%	24
2023 Q2	$7.35M	Buy	+332,250	New	+$7.26M	6.91%	7

Other funds holding AGZD

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

HFA

Hershey Financial Advisers Lancaster, Pennsylvania $116M AUM 30.33% 1-Year Est. Return

Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return

Main Line Retirement Advisors's AGZD Position: Q4 2024 in Review

Main Line Retirement Advisors sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q4 2024, closing a stake of 14,058 shares — an estimated $315K sold.

Main Line Retirement Advisors first reported a position in AGZD in Q2 2023 and held it in 5 quarters. The position peaked at $7.35M in Q2 2023. 58 funds tracked by Wall St. Rank hold AGZD as of Q4 2024.

Main Line Retirement Advisors reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q4 2024 after selling out during the quarter.
Main Line Retirement Advisors sold 14,058 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q4 2024, an estimated $315K.
Main Line Retirement Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q2 2023 and held it in 5 quarters.
Main Line Retirement Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $7.35M in Q2 2023.
58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q4 2024.

Based on Main Line Retirement Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.