Verus Capital Partners’s WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund AGND Stock Holding History

Verus Capital Partners’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
2020 Q1	$62K	Sell	1,649 -390	-19%	-$15.5K	0.02%	434
2019 Q4	$85K	Buy	+2,039	New	+$84K	0.03%	428

Other funds holding AGND

HHRDM

H&H Retirement Design & Management Las Vegas, Nevada $213M AUM 12.31% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Verus Capital Partners's AGND Position: Q1 2020 in Review

Verus Capital Partners reduced its WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund (AGND) stake by 19% in Q1 2020, selling an estimated $15.5K and leaving 1,649 shares worth $62K. The position accounts for 0.02% of the portfolio, ranked #434.

Verus Capital Partners first reported a position in AGND in Q4 2019 and has held it in 2 quarters since. The position peaked at $85K in Q4 2019. 8 funds tracked by Wall St. Rank hold AGND as of Q1 2020.

Verus Capital Partners held 1,649 shares of WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund worth $62K as of Q1 2020.
Verus Capital Partners sold 390 WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund shares in Q1 2020, an estimated $15.5K.
WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund made up 0.02% of Verus Capital Partners's portfolio in Q1 2020, its #434 holding.
Verus Capital Partners first reported a position in WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund in Q4 2019 and has held it in 2 quarters since.
Verus Capital Partners's WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund position peaked at $85K in Q4 2019.
8 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.