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Tower Wealth Partners’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Tower Wealth Partners’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
-70,708
Closed -$1.59M – 79
2024
Q3 		$1.59M Buy
70,708
+1,433
+2% +$31.9K 0.92% 17
2024
Q2 		$1.54M Sell
69,275
-21,330
-24% -$474K 0.95% 17
2024
Q1 		$2M Buy
90,605
+3,158
+4% +$69.5K 1.3% 14
2023
Q4 		$1.92M Buy
87,447
+10,489
+14% +$232K 1.35% 14
2023
Q3 		$1.71M Buy
76,958
+1,940
+3% +$43K 1.4% 15
2023
Q2 		$1.66M Buy
75,018
+16
+0% +$350 1.33% 16
2023
Q1 		$1.63M Buy
75,002
+102
+0.1% +$2.23K 1.36% 14
2022
Q4 		$1.63M Buy
74,900
+466
+0.6% +$10.5K 1.42% 13
2022
Q3 		$1.69M Sell
74,434
-9,270
-11% -$213K 1.61% 12
2022
Q2 		$1.91M Buy
+83,704
New +$1.93M 2.53% 7

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

Tower Wealth Partners's AGZD Position: Q4 2024 in Review

Tower Wealth Partners sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q4 2024, closing a stake of 70,708 shares — an estimated $1.59M sold.

Tower Wealth Partners first reported a position in AGZD in Q2 2022 and held it in 10 quarters. The position peaked at $2M in Q1 2024. 58 funds tracked by Wall St. Rank hold AGZD as of Q4 2024.

  • Tower Wealth Partners reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q4 2024 after selling out during the quarter.
  • Tower Wealth Partners sold 70,708 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q4 2024, an estimated $1.59M.
  • Tower Wealth Partners first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q2 2022 and held it in 10 quarters.
  • Tower Wealth Partners's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $2M in Q1 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 Tower Wealth Partners's 13F filing for Q4 2024, filed 7 Feb 2025.