S
AGZD icon

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

SignatureFD’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
2015
Q4 		– Sell
-1,638
Closed -$39K – 1276
2015
Q3 		$39K Buy
+1,638
New +$39.6K 0.01% 389

Other funds holding AGZD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIM
Arcadia Investment Management Kalamazoo, Michigan $584M AUM 21.44% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
WEC
Winslow Evans & Crocker Boston, Massachusetts $528M AUM 30.99% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

SignatureFD's AGZD Position: Q4 2015 in Review

SignatureFD sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q4 2015, closing a stake of 1,638 shares — an estimated $39K sold.

SignatureFD first reported a position in AGZD in Q3 2015 and held it in 1 quarter. The position peaked at $39K in Q3 2015. 11 funds tracked by Wall St. Rank hold AGZD as of Q4 2015.

  • SignatureFD reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q4 2015 after selling out during the quarter.
  • SignatureFD sold 1,638 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q4 2015, an estimated $39K.
  • SignatureFD first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q3 2015 and held it in 1 quarter.
  • SignatureFD's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $39K in Q3 2015.
  • 11 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q4 2015.

Based on SignatureFD's 13F filing for Q4 2015, filed 22 Jan 2016.