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

Team Financial Group’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
Q1 		– Sell
-10,008
Closed -$219K – 36
2023
Q4 		$219K Sell
10,008
-92
-0.9% -$2.04K 0.16% 30
2023
Q3 		$224K Buy
+10,100
New +$224K 0.18% 28

Other funds holding AGZD

MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
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
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Team Financial Group's AGZD Position: Q1 2024 in Review

Team Financial Group sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q1 2024, closing a stake of 10,008 shares — an estimated $219K sold.

Team Financial Group first reported a position in AGZD in Q3 2023 and held it in 2 quarters. The position peaked at $224K in Q3 2023. 56 funds tracked by Wall St. Rank hold AGZD as of Q1 2024.

  • Team Financial Group reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q1 2024 after selling out during the quarter.
  • Team Financial Group sold 10,008 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2024, an estimated $219K.
  • Team Financial Group first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q3 2023 and held it in 2 quarters.
  • Team Financial Group's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $224K in Q3 2023.
  • 56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2024.

Based on Team Financial Group's 13F filing for Q1 2024, filed 13 May 2024.