NWM
AGZD icon

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

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return