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Steward Partners Investment Advisory’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Steward Partners Investment Advisory’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
Q4 		– Sell
-219
Closed -$4.91K – 3971
2024
Q3 		$4.91K Buy
+219
New +$4.88K ﹤0.01% 3194

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HFA
Hershey Financial Advisers Lancaster, Pennsylvania $116M AUM 30.33% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return

Steward Partners Investment Advisory's AGZD Position: Q4 2024 in Review

Steward Partners Investment Advisory sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q4 2024, closing a stake of 219 shares — an estimated $4.91K sold.

Steward Partners Investment Advisory first reported a position in AGZD in Q3 2024 and held it in 1 quarter. The position peaked at $4.91K in Q3 2024. 58 funds tracked by Wall St. Rank hold AGZD as of Q4 2024.

  • Steward Partners Investment Advisory reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q4 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 219 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q4 2024, an estimated $4.91K.
  • Steward Partners Investment Advisory first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q3 2024 and held it in 1 quarter.
  • Steward Partners Investment Advisory's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $4.91K in Q3 2024.
  • 58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q4 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.