National Planning Corporation’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

National Planning Corporation’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
2015 Q1	–	Sell	-4,384	Closed	-$108K	–	677
2014 Q4	$108K	Buy	+4,384	New	+$108K	0.01%	894

Other funds holding AGZD

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

LTFS

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

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

UFA

US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return

National Planning Corporation's AGZD Position: Q1 2015 in Review

National Planning Corporation sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q1 2015, closing a stake of 4,384 shares — an estimated $108K sold.

National Planning Corporation first reported a position in AGZD in Q4 2014 and held it in 1 quarter. The position peaked at $108K in Q4 2014. 13 funds tracked by Wall St. Rank hold AGZD as of Q1 2015.

National Planning Corporation reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q1 2015 after selling out during the quarter.
National Planning Corporation sold 4,384 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2015, an estimated $108K.
National Planning Corporation first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q4 2014 and held it in 1 quarter.
National Planning Corporation's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $108K in Q4 2014.
13 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.