Patriot Financial Group Insurance Agency’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Patriot Financial Group Insurance Agency’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
2019 Q4	–	Sell	-424	Closed	-$10K	–	1306
2019 Q3	$10K	Sell	424 -200	-32%	-$4.78K	﹤0.01%	788
2019 Q2	$15K	Hold	624	–	–	0.01%	714
2019 Q1	$15K	Hold	624	–	–	0.01%	613
2018 Q4	$15K	Hold	624	–	–	0.01%	522
2018 Q3	$15K	Hold	624	–	–	0.01%	536
2018 Q2	$15K	Hold	624	–	–	0.02%	330
2018 Q1	$15K	Hold	624	–	–	0.01%	524
2017 Q4	$15K	Hold	624	–	–	0.01%	507
2017 Q3	$15K	Hold	624	–	–	0.01%	460
2017 Q2	$15K	Hold	624	–	–	0.02%	438
2017 Q1	$15K	Hold	624	–	–	0.02%	416
2016 Q4	$15K	Buy	+624	New	+$15K	0.02%	397

Other funds holding AGZD

Harborview Advisors Portland, Maine $179M AUM 23.7% 1-Year Est. Return

UWM

USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BSAM

Blue Sky Asset Management Greenwood Village, Colorado $25.7M AUM 20.46% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AGZD Position: Q4 2019 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q4 2019, closing a stake of 424 shares — an estimated $10K sold.

Patriot Financial Group Insurance Agency first reported a position in AGZD in Q4 2016 and held it in 12 quarters. The position peaked at $15K in Q2 2019. 25 funds tracked by Wall St. Rank hold AGZD as of Q4 2019.

Patriot Financial Group Insurance Agency reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q4 2019 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 424 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q4 2019, an estimated $10K.
Patriot Financial Group Insurance Agency first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q4 2016 and held it in 12 quarters.
Patriot Financial Group Insurance Agency's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $15K in Q2 2019.
25 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q4 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2019, filed 22 Jan 2020.