TRUE Private Wealth Advisors’s WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund AGND Stock Holding History

TRUE Private Wealth Advisors’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
2019 Q3	–	Sell	-1,608	Closed	-$66K	–	806
2019 Q2	$66K	Buy	+1,608	New	+$67.9K	0.01%	307
2018 Q4	–	Sell	-1,608	Closed	-$70.7K	–	1026
2018 Q3	$70.7K	Buy	+1,608	New	+$70.2K	0.01%	416

Other funds holding AGND

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AWM

AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

TRUE Private Wealth Advisors's AGND Position: Q3 2019 in Review

TRUE Private Wealth Advisors sold out of WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund (AGND) in Q3 2019, closing a stake of 1,608 shares — an estimated $66K sold.

TRUE Private Wealth Advisors first reported a position in AGND in Q3 2018 and held it in 2 quarters. The position peaked at $70.7K in Q3 2018. 10 funds tracked by Wall St. Rank hold AGND as of Q3 2019.

TRUE Private Wealth Advisors reported no remaining WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund position as of Q3 2019 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,608 WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund shares in Q3 2019, an estimated $66K.
TRUE Private Wealth Advisors first reported a position in WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund in Q3 2018 and held it in 2 quarters.
TRUE Private Wealth Advisors's WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund position peaked at $70.7K in Q3 2018.
10 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund as of Q3 2019.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2019, filed 9 Oct 2019.