US Financial Advisors’s WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund AGND Stock Holding History

US Financial 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
2015 Q1	–	Sell	-1,160	Closed	-$52K	–	401
2014 Q4	$52K	Buy	+1,160	New	+$53.3K	0.05%	103

Other funds holding AGND

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

US Financial Advisors's AGND Position: Q1 2015 in Review

US Financial Advisors sold out of WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund (AGND) in Q1 2015, closing a stake of 1,160 shares — an estimated $52K sold.

US Financial Advisors first reported a position in AGND in Q4 2014 and held it in 1 quarter. The position peaked at $52K in Q4 2014. 11 funds tracked by Wall St. Rank hold AGND as of Q1 2015.

US Financial Advisors reported no remaining WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund position as of Q1 2015 after selling out during the quarter.
US Financial Advisors sold 1,160 WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund shares in Q1 2015, an estimated $52K.
US Financial Advisors first reported a position in WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund in Q4 2014 and held it in 1 quarter.
US Financial Advisors's WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund position peaked at $52K in Q4 2014.
11 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund as of Q1 2015.

Based on US Financial Advisors's 13F filing for Q1 2015, filed 1 May 2015.