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Synovus Financial’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Synovus Financial’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
2020
Q2 		– Sell
-266
Closed -$6K – 1565
2020
Q1 		$6K Buy
+266
New +$6.3K ﹤0.01% 1705

Other funds holding AGZD

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
HA
Harborview Advisors Portland, Maine $179M AUM 23.7% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return
HHRDM
H&H Retirement Design & Management Las Vegas, Nevada $213M AUM 12.31% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
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
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Synovus Financial's AGZD Position: Q2 2020 in Review

Synovus Financial sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q2 2020, closing a stake of 266 shares — an estimated $6K sold.

Synovus Financial first reported a position in AGZD in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 23 funds tracked by Wall St. Rank hold AGZD as of Q2 2020.

  • Synovus Financial reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q2 2020 after selling out during the quarter.
  • Synovus Financial sold 266 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2020, an estimated $6K.
  • Synovus Financial first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q1 2020 and held it in 1 quarter.
  • Synovus Financial's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $6K in Q1 2020.
  • 23 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2020.

Based on Synovus Financial's 13F filing for Q2 2020, filed 10 Aug 2020.