SS
AGZD icon

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

Simplicity Solutions’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
2020
Q2 		– Sell
-14,154
Closed -$326K – 874
2020
Q1 		$326K Buy
+14,154
New +$335K 0.01% 592
2019
Q2 		– Sell
-15,104
Closed -$361K – 659
2019
Q1 		$361K Buy
+15,104
New +$359K 0.02% 476

Other funds holding AGZD

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
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
HHRDM
H&H Retirement Design & Management Las Vegas, Nevada $213M AUM 12.31% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Simplicity Solutions's AGZD Position: Q2 2020 in Review

Simplicity Solutions sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q2 2020, closing a stake of 14,154 shares — an estimated $326K sold.

Simplicity Solutions first reported a position in AGZD in Q1 2019 and held it in 2 quarters. The position peaked at $361K in Q1 2019. 23 funds tracked by Wall St. Rank hold AGZD as of Q2 2020.

  • Simplicity Solutions reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q2 2020 after selling out during the quarter.
  • Simplicity Solutions sold 14,154 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2020, an estimated $326K.
  • Simplicity Solutions first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q1 2019 and held it in 2 quarters.
  • Simplicity Solutions's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $361K in Q1 2019.
  • 23 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2020.

Based on Simplicity Solutions's 13F filing for Q2 2020, filed 6 Aug 2020.