Mariner Independent Advisor Network’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Mariner Independent Advisor Network’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 Q3	$2.17M	Sell	95,148 -13,686	-13%	-$314K	0.09%	218
2022 Q2	$2.5M	Buy	108,834 +2,542	+2%	+$58.5K	0.11%	200
2022 Q1	$2.47M	Buy	+106,292	New	+$2.47M	0.1%	215
2019 Q4	–	Sell	-26,550	Closed	-$635K	–	369
2019 Q3	$635K	Buy	26,550 +2,184	+9%	+$52.2K	0.05%	295
2019 Q2	$581K	Buy	24,366 +1,736	+8%	+$41.4K	0.04%	298
2019 Q1	$539K	Buy	22,630 +660	+3%	+$15.7K	0.05%	295
2018 Q4	$521K	Buy	+21,970	New	+$524K	0.05%	290

Other funds holding AGZD

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

SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

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

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

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mariner Independent Advisor Network's AGZD Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 13% in Q3 2022, selling an estimated $314K and leaving 95,148 shares worth $2.17M. The position accounts for 0.09% of the portfolio, ranked #218.

Mariner Independent Advisor Network first reported a position in AGZD in Q4 2018 and has held it in 7 quarters since. The position peaked at $2.5M in Q2 2022. 59 funds tracked by Wall St. Rank hold AGZD as of Q3 2022.

Mariner Independent Advisor Network held 95,148 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $2.17M as of Q3 2022.
Mariner Independent Advisor Network sold 13,686 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q3 2022, an estimated $314K.
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up 0.09% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #218 holding.
Mariner Independent Advisor Network first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q4 2018 and has held it in 7 quarters since.
Mariner Independent Advisor Network's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $2.5M in Q2 2022.
59 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.