Morgan Stanley
AGND

Morgan Stanley’s WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund AGND Stock Holding History

Morgan Stanley’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
Q1 		– Sell
-300
Closed -$13K – 6795
2018
Q4 		$13K Buy
+300
New +$13.1K ﹤0.01% 6123

Other funds holding AGND

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
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

Morgan Stanley's AGND Position: Q1 2019 in Review

Morgan Stanley sold out of WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund (AGND) in Q1 2019, closing a stake of 300 shares — an estimated $13K sold.

Morgan Stanley first reported a position in AGND in Q4 2018 and held it in 1 quarter. The position peaked at $13K in Q4 2018. 12 funds tracked by Wall St. Rank hold AGND as of Q1 2019.

  • Morgan Stanley reported no remaining WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund position as of Q1 2019 after selling out during the quarter.
  • Morgan Stanley sold 300 WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund shares in Q1 2019, an estimated $13K.
  • Morgan Stanley first reported a position in WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund in Q4 2018 and held it in 1 quarter.
  • Morgan Stanley's WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund position peaked at $13K in Q4 2018.
  • 12 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund as of Q1 2019.

Based on Morgan Stanley's 13F filing for Q1 2019, filed 15 May 2019.