Vahanian & Associates Financial Planning’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Vahanian & Associates Financial Planning’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
2023 Q2	–	Sell	-16,552	Closed	-$360K	–	54
2023 Q1	$360K	Sell	16,552 -2,464	-13%	-$53.9K	1%	37
2022 Q4	$413K	Hold	19,016	–	–	1.35%	27
2022 Q3	$433K	Buy	+19,016	New	+$436K	1.49%	22

Other funds holding AGZD

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MLRA

Main Line Retirement Advisors Whitefish, Montana $218M AUM 15.85% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Vahanian & Associates Financial Planning's AGZD Position: Q2 2023 in Review

Vahanian & Associates Financial Planning sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q2 2023, closing a stake of 16,552 shares — an estimated $360K sold.

Vahanian & Associates Financial Planning first reported a position in AGZD in Q3 2022 and held it in 3 quarters. The position peaked at $433K in Q3 2022. 56 funds tracked by Wall St. Rank hold AGZD as of Q2 2023.

Vahanian & Associates Financial Planning reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q2 2023 after selling out during the quarter.
Vahanian & Associates Financial Planning sold 16,552 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2023, an estimated $360K.
Vahanian & Associates Financial Planning first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q3 2022 and held it in 3 quarters.
Vahanian & Associates Financial Planning's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $433K in Q3 2022.
56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q2 2023, filed 24 Jul 2023.