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

Professional Financial 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
2023 Q1	–	Sell	-18,566	Closed	-$403K	–	61
2022 Q4	$403K	Sell	18,566 -426	-2%	-$9.62K	0.27%	61
2022 Q3	$433K	Sell	18,992 -1,144	-6%	-$26.2K	0.27%	60
2022 Q2	$459K	Buy	+20,136	New	+$464K	0.26%	67

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

BFG

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SOS

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

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

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

Professional Financial Advisors's AGZD Position: Q1 2023 in Review

Professional Financial Advisors sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q1 2023, closing a stake of 18,566 shares — an estimated $403K sold.

Professional Financial Advisors first reported a position in AGZD in Q2 2022 and held it in 3 quarters. The position peaked at $459K in Q2 2022. 58 funds tracked by Wall St. Rank hold AGZD as of Q1 2023.

Professional Financial Advisors reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q1 2023 after selling out during the quarter.
Professional Financial Advisors sold 18,566 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2023, an estimated $403K.
Professional Financial Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q2 2022 and held it in 3 quarters.
Professional Financial Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $459K in Q2 2022.
58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2023.

Based on Professional Financial Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.