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

Raymond James Financial Services 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
2019
Q3 		– Sell
-20,000
Closed -$476K – 2813
2019
Q2 		$476K Sell
20,000
-2,000
-9% -$47.7K ﹤0.01% 1960
2019
Q1 		$525K Sell
22,000
-1,100
-5% -$26.2K ﹤0.01% 1872
2018
Q4 		$546K Hold
23,100
– – ﹤0.01% 1613
2018
Q3 		$554K Buy
+23,100
New +$554K ﹤0.01% 1832

Other funds holding AGZD

HA
Harborview Advisors Portland, Maine $179M AUM 23.7% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Raymond James Financial Services Advisors's AGZD Position: Q3 2019 in Review

Raymond James Financial Services Advisors sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q3 2019, closing a stake of 20,000 shares — an estimated $476K sold.

Raymond James Financial Services Advisors first reported a position in AGZD in Q3 2018 and held it in 4 quarters. The position peaked at $554K in Q3 2018. 26 funds tracked by Wall St. Rank hold AGZD as of Q3 2019.

  • Raymond James Financial Services Advisors reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q3 2019 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 20,000 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q3 2019, an estimated $476K.
  • Raymond James Financial Services Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q3 2018 and held it in 4 quarters.
  • Raymond James Financial Services Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $554K in Q3 2018.
  • 26 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q3 2019.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.