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Private Trust Company’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Private Trust Company’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
2024
Q1 		– Sell
-872
Closed -$19.1K – 2248
2023
Q4 		$19.1K Hold
872
– – ﹤0.01% 1421
2023
Q3 		$19.3K Hold
872
– – ﹤0.01% 1365
2023
Q2 		$19.3K Sell
872
-390
-31% -$8.53K ﹤0.01% 1376
2023
Q1 		$27.5K Buy
1,262
+1,196
+1,812% +$26.1K ﹤0.01% 1213
2022
Q4 		$1K Sell
66
-390
-86% -$8.8K ﹤0.01% 2065
2022
Q3 		$10K Buy
456
+388
+571% +$8.9K ﹤0.01% 1436
2022
Q2 		$2K Buy
+68
New +$1.57K ﹤0.01% 1930
2014
Q4 		– Sell
-412
Closed -$10K – 317
2014
Q3 		$10K Buy
+412
New +$10.3K ﹤0.01% 1096

Other funds holding AGZD

MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
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
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Private Trust Company's AGZD Position: Q1 2024 in Review

Private Trust Company sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q1 2024, closing a stake of 872 shares — an estimated $19.1K sold.

Private Trust Company first reported a position in AGZD in Q3 2014 and held it in 8 quarters. The position peaked at $27.5K in Q1 2023. 56 funds tracked by Wall St. Rank hold AGZD as of Q1 2024.

  • Private Trust Company reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q1 2024 after selling out during the quarter.
  • Private Trust Company sold 872 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2024, an estimated $19.1K.
  • Private Trust Company first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q3 2014 and held it in 8 quarters.
  • Private Trust Company's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $27.5K in Q1 2023.
  • 56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2024.

Based on Private Trust Company's 13F filing for Q1 2024, filed 24 Apr 2024.