OIA
AGZD icon

OneDigital Investment Advisors’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

OneDigital Investment Advisors’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
Q1 		– Sell
-72,870
Closed -$1.7M – 754
2021
Q4 		$1.7M Buy
72,870
+2,952
+4% +$69.1K 0.06% 193
2021
Q3 		$1.64M Sell
69,918
-1,574
-2% -$36.9K 0.07% 183
2021
Q2 		$1.68M Buy
+71,492
New +$1.68M 0.07% 183
2018
Q3 		– Sell
-2,100
Closed -$50K – 1041
2018
Q2 		$50K Hold
2,100
– – 0.01% 496
2018
Q1 		$50K Buy
+2,100
New +$50.6K 0.01% 514

Other funds holding AGZD

SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
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
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return

OneDigital Investment Advisors's AGZD Position: Q1 2022 in Review

OneDigital Investment Advisors sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q1 2022, closing a stake of 72,870 shares — an estimated $1.7M sold.

OneDigital Investment Advisors first reported a position in AGZD in Q1 2018 and held it in 5 quarters. The position peaked at $1.7M in Q4 2021. 45 funds tracked by Wall St. Rank hold AGZD as of Q1 2022.

  • OneDigital Investment Advisors reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q1 2022 after selling out during the quarter.
  • OneDigital Investment Advisors sold 72,870 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2022, an estimated $1.7M.
  • OneDigital Investment Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q1 2018 and held it in 5 quarters.
  • OneDigital Investment Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $1.7M in Q4 2021.
  • 45 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2022.

Based on OneDigital Investment Advisors's 13F filing for Q1 2022, filed 5 May 2022.