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

USAdvisors Wealth Management’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
2022
Q4 		– Sell
-17,364
Closed -$396K – 110
2022
Q3 		$396K Buy
17,364
+34
+0.2% +$780 0.2% 89
2022
Q2 		$395K Sell
17,330
-8
-0% -$184 0.2% 91
2022
Q1 		$403K Sell
17,338
-2,534
-13% -$58.8K 0.17% 91
2021
Q4 		$464K Sell
19,872
-9,206
-32% -$215K 0.19% 86
2021
Q3 		$681K Buy
29,078
+17,668
+155% +$414K 0.29% 69
2021
Q2 		$268K Sell
11,410
-26,198
-70% -$616K 0.15% 93
2021
Q1 		$883K Sell
37,608
-236,976
-86% -$5.6M 0.43% 52
2020
Q4 		$6.47M Sell
274,584
-21,040
-7% -$495K 3.11% 11
2020
Q3 		$6.95K Buy
295,624
+3,212
+1% +$75.7K 1.08% 12
2020
Q2 		$6.88M Buy
292,412
+23,946
+9% +$559K 3.65% 11
2020
Q1 		$6.64M Sell
268,466
-147,306
-35% -$3.49M 4.1% 8
2019
Q4 		$9.99M Buy
415,772
+40,438
+11% +$969K 5.18% 7
2019
Q3 		$8.97M Buy
375,334
+6,640
+2% +$159K 4.63% 9
2019
Q2 		$8.78K Buy
368,694
+27,898
+8% +$666K 3.76% 10
2019
Q1 		$8.05M Hold
340,796
– – 5.72% 9
2018
Q4 		$8.05M Sell
340,796
-2,278
-0.7% -$54.3K 6.58% 7
2018
Q3 		$8.23M Buy
+343,074
New +$8.23M 5.9% 7

Other funds holding AGZD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

USAdvisors Wealth Management's AGZD Position: Q4 2022 in Review

USAdvisors Wealth Management sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q4 2022, closing a stake of 17,364 shares — an estimated $396K sold.

USAdvisors Wealth Management first reported a position in AGZD in Q3 2018 and held it in 17 quarters. The position peaked at $9.99M in Q4 2019. 55 funds tracked by Wall St. Rank hold AGZD as of Q4 2022.

  • USAdvisors Wealth Management reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q4 2022 after selling out during the quarter.
  • USAdvisors Wealth Management sold 17,364 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q4 2022, an estimated $396K.
  • USAdvisors Wealth Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q3 2018 and held it in 17 quarters.
  • USAdvisors Wealth Management's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $9.99M in Q4 2019.
  • 55 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q4 2022.

Based on USAdvisors Wealth Management's 13F filing for Q4 2022, filed 10 Feb 2023.