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

SimpliFi Inc’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
2022 Q4	–	Sell	-1,865,610	Closed	-$42.5M	–	29
2022 Q3	$42.5M	Sell	1,865,610 -5,054	-0.3%	-$116K	22.02%	1
2022 Q2	$42.6M	Buy	1,870,664 +1,712	+0.1%	+$39.4K	21.06%	1
2022 Q1	$43.4M	Sell	1,868,952 -67,172	-3%	-$1.56M	19.73%	1
2021 Q4	$45.2M	Sell	1,936,124 -253,462	-12%	-$5.93M	19.74%	1
2021 Q3	$51.3M	Buy	2,189,586 +25,262	+1%	+$592K	23.04%	1
2021 Q2	$50.9M	Buy	+2,164,324	New	+$50.9M	23.05%	1

Other funds holding AGZD

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

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

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

SimpliFi Inc's AGZD Position: Q4 2022 in Review

SimpliFi Inc sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q4 2022, closing a stake of 1,865,610 shares — an estimated $42.5M sold.

SimpliFi Inc first reported a position in AGZD in Q2 2021 and held it in 6 quarters. The position peaked at $51.3M in Q3 2021. 55 funds tracked by Wall St. Rank hold AGZD as of Q4 2022.

SimpliFi Inc reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q4 2022 after selling out during the quarter.
SimpliFi Inc sold 1,865,610 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q4 2022, an estimated $42.5M.
SimpliFi Inc first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q2 2021 and held it in 6 quarters.
SimpliFi Inc's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $51.3M in Q3 2021.
55 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q4 2022.

Based on SimpliFi Inc's 13F filing for Q4 2022, filed 24 Jan 2023.