RFN
AGZD icon

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

RDA Financial Network’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
Q3 		– Sell
-22,484
Closed -$501K – 230
2024
Q2 		$501K Buy
22,484
+9,348
+71% +$208K 0.16% 132
2024
Q1 		$290K Sell
13,136
-96
-0.7% -$2.11K 0.1% 186
2023
Q4 		$290K Sell
13,232
-301
-2% -$6.67K 0.11% 178
2023
Q3 		$300K Buy
+13,533
New +$300K 0.13% 164

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 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
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

RDA Financial Network's AGZD Position: Q3 2024 in Review

RDA Financial Network sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q3 2024, closing a stake of 22,484 shares — an estimated $501K sold.

RDA Financial Network first reported a position in AGZD in Q3 2023 and held it in 4 quarters. The position peaked at $501K in Q2 2024. 54 funds tracked by Wall St. Rank hold AGZD as of Q3 2024.

  • RDA Financial Network reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q3 2024 after selling out during the quarter.
  • RDA Financial Network sold 22,484 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q3 2024, an estimated $501K.
  • RDA Financial Network first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q3 2023 and held it in 4 quarters.
  • RDA Financial Network's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $501K in Q2 2024.
  • 54 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q3 2024.

Based on RDA Financial Network's 13F filing for Q3 2024, filed 15 Oct 2024.