NEIRG Wealth Management’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

NEIRG Wealth Management’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
2023 Q3	–	Sell	-16,068	Closed	-$355K	–	9
2023 Q2	$355K	Sell	16,068 -8,576	-35%	-$187K	0.07%	110
2023 Q1	$536K	Sell	24,644 -482	-2%	-$10.5K	0.09%	100
2022 Q4	$546K	Sell	25,126 -2,678	-10%	-$60.4K	0.1%	103
2022 Q3	$634K	Buy	27,804 +6,516	+31%	+$149K	0.13%	101
2022 Q2	$485K	Buy	21,288 +5,032	+31%	+$116K	0.11%	102
2022 Q1	$377K	Sell	16,256 -10,678	-40%	-$248K	0.07%	110
2021 Q4	$629K	Buy	+26,934	New	+$630K	0.12%	74

Other funds holding AGZD

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

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

NEIRG Wealth Management's AGZD Position: Q3 2023 in Review

NEIRG Wealth Management sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q3 2023, closing a stake of 16,068 shares — an estimated $355K sold.

NEIRG Wealth Management first reported a position in AGZD in Q4 2021 and held it in 7 quarters. The position peaked at $634K in Q3 2022. 53 funds tracked by Wall St. Rank hold AGZD as of Q3 2023.

NEIRG Wealth Management reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q3 2023 after selling out during the quarter.
NEIRG Wealth Management sold 16,068 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q3 2023, an estimated $355K.
NEIRG Wealth Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q4 2021 and held it in 7 quarters.
NEIRG Wealth Management's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $634K in Q3 2022.
53 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.