Quantitative Advantage’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Quantitative Advantage’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	$1.54M	Buy	70,946 +2,980	+4%	+$65.1K	0.22%	76
2022 Q4	$1.48M	Buy	67,966 +9,538	+16%	+$215K	0.23%	74
2022 Q3	$1.33M	Buy	+58,428	New	+$1.34M	0.23%	69

Other funds holding AGZD

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $16.5B AUM 19.94% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Quantitative Advantage's AGZD Position: Q1 2023 in Review

Quantitative Advantage increased its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 4.4% in Q1 2023, buying an estimated $65.1K and bringing the position to 70,946 shares worth $1.54M. The position accounts for 0.22% of the portfolio, ranked #76.

Quantitative Advantage first reported a position in AGZD in Q3 2022 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold AGZD as of Q1 2023.

Quantitative Advantage held 70,946 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $1.54M as of Q1 2023.
Quantitative Advantage bought 2,980 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2023, an estimated $65.1K.
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up 0.22% of Quantitative Advantage's portfolio in Q1 2023, its #76 holding.
Quantitative Advantage first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q3 2022 and has held it in 3 quarters since.
59 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2023.

Based on Quantitative Advantage's 13F filing for Q1 2023, filed 12 May 2023.