Main Street Financial Solutions’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Main Street Financial Solutions’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	–	Sell	-100,935	Closed	-$2.21M	–	532
2023 Q4	$2.21M	Buy	100,935 +1,631	+2%	+$36.1K	0.29%	73
2023 Q3	$2.2M	Sell	99,304 -2,204	-2%	-$48.9K	0.31%	68
2023 Q2	$2.25M	Sell	101,508 -2,664	-3%	-$58.2K	0.3%	67
2023 Q1	$2.27M	Buy	104,172 +7,246	+7%	+$158K	0.33%	60
2022 Q4	$2.11M	Sell	96,926 -53,786	-36%	-$1.21M	0.33%	66
2022 Q3	$3.44M	Sell	150,712 -686	-0.5%	-$15.7K	0.57%	39
2022 Q2	$3.44M	Buy	+151,398	New	+$3.49M	0.44%	48

Other funds holding AGZD

MWM

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

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

Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Main Street Financial Solutions's AGZD Position: Q1 2024 in Review

Main Street Financial Solutions sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q1 2024, closing a stake of 100,935 shares — an estimated $2.21M sold.

Main Street Financial Solutions first reported a position in AGZD in Q2 2022 and held it in 7 quarters. The position peaked at $3.44M in Q2 2022. 56 funds tracked by Wall St. Rank hold AGZD as of Q1 2024.

Main Street Financial Solutions reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q1 2024 after selling out during the quarter.
Main Street Financial Solutions sold 100,935 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2024, an estimated $2.21M.
Main Street Financial Solutions first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q2 2022 and held it in 7 quarters.
Main Street Financial Solutions's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $3.44M in Q2 2022.
56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2024.

Based on Main Street Financial Solutions's 13F filing for Q1 2024, filed 23 Apr 2024.