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SJS Investment Consulting’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

SJS Investment Consulting’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
2023
Q2 		– Sell
-800
Closed -$17.4K – 1593
2023
Q1 		$17.4K Buy
+800
New +$17.5K ﹤0.01% 237

Other funds holding AGZD

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MLRA
Main Line Retirement Advisors Whitefish, Montana $200M AUM 15.21% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SJS Investment Consulting's AGZD Position: Q2 2023 in Review

SJS Investment Consulting sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q2 2023, closing a stake of 800 shares — an estimated $17.4K sold.

SJS Investment Consulting first reported a position in AGZD in Q1 2023 and held it in 1 quarter. The position peaked at $17.4K in Q1 2023. 56 funds tracked by Wall St. Rank hold AGZD as of Q2 2023.

  • SJS Investment Consulting reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q2 2023 after selling out during the quarter.
  • SJS Investment Consulting sold 800 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2023, an estimated $17.4K.
  • SJS Investment Consulting first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q1 2023 and held it in 1 quarter.
  • SJS Investment Consulting's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $17.4K in Q1 2023.
  • 56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2023.

Based on SJS Investment Consulting's 13F filing for Q2 2023, filed 13 Jul 2023.