SWP
AGND

Stratos Wealth Partners’s WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund AGND Stock Holding History

Stratos Wealth Partners’s Portfolio AGND Stock Details AGND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-165
Closed -$7K – 3289
2017
Q4 		$7K Buy
+165
New +$7.16K ﹤0.01% 2300

Other funds holding AGND

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
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
HHGC
Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return
AWM
AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Stratos Wealth Partners's AGND Position: Q1 2018 in Review

Stratos Wealth Partners sold out of WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund (AGND) in Q1 2018, closing a stake of 165 shares — an estimated $7K sold.

Stratos Wealth Partners first reported a position in AGND in Q4 2017 and held it in 1 quarter. The position peaked at $7K in Q4 2017. 11 funds tracked by Wall St. Rank hold AGND as of Q1 2018.

  • Stratos Wealth Partners reported no remaining WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund position as of Q1 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 165 WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund shares in Q1 2018, an estimated $7K.
  • Stratos Wealth Partners first reported a position in WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund in Q4 2017 and held it in 1 quarter.
  • Stratos Wealth Partners's WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund position peaked at $7K in Q4 2017.
  • 11 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund as of Q1 2018.

Based on Stratos Wealth Partners's 13F filing for Q1 2018, filed 10 May 2018.