Truist Financial
AGZD icon

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

Truist 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
2024
Q1 		– Sell
-13,071
Closed -$287K – 2612
2023
Q4 		$287K Buy
+13,071
New +$289K ﹤0.01% 2328

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TC
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Bank of America
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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

Truist Financial's AGZD Position: Q1 2024 in Review

Truist Financial sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q1 2024, closing a stake of 13,071 shares — an estimated $287K sold.

Truist Financial first reported a position in AGZD in Q4 2023 and held it in 1 quarter. The position peaked at $287K in Q4 2023. 56 funds tracked by Wall St. Rank hold AGZD as of Q1 2024.

  • Truist Financial reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q1 2024 after selling out during the quarter.
  • Truist Financial sold 13,071 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2024, an estimated $287K.
  • Truist Financial first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q4 2023 and held it in 1 quarter.
  • Truist Financial's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $287K in Q4 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 Truist Financial's 13F filing for Q1 2024, filed 13 May 2024.