Stonebridge Capital Advisors’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Stonebridge Capital Advisors’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 Q3	–	Sell	-930	Closed	-$20.6K	–	926
2023 Q2	$20.6K	Buy	+930	New	+$20.3K	﹤0.01%	514
2021 Q3	–	Sell	-1,864	Closed	-$44K	–	947
2021 Q2	$44K	Hold	1,864	–	–	﹤0.01%	491
2021 Q1	$44K	Buy	+1,864	New	+$44K	0.01%	364

Other funds holding AGZD

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Stonebridge Capital Advisors's AGZD Position: Q3 2023 in Review

Stonebridge Capital Advisors sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q3 2023, closing a stake of 930 shares — an estimated $20.6K sold.

Stonebridge Capital Advisors first reported a position in AGZD in Q1 2021 and held it in 3 quarters. The position peaked at $44K in Q2 2021. 54 funds tracked by Wall St. Rank hold AGZD as of Q3 2023.

Stonebridge Capital Advisors reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q3 2023 after selling out during the quarter.
Stonebridge Capital Advisors sold 930 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q3 2023, an estimated $20.6K.
Stonebridge Capital Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q1 2021 and held it in 3 quarters.
Stonebridge Capital Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $44K in Q2 2021.
54 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q3 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.