WealthShield Partners’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

WealthShield Partners’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	-662	Closed	-$14.5K	–	477
2023 Q4	$14.5K	Hold	662	–	–	﹤0.01%	424
2023 Q3	$14.7K	Sell	662 -1,096	-62%	-$24.3K	﹤0.01%	427
2023 Q2	$38.9K	Sell	1,758 -20,250	-92%	-$443K	0.01%	393
2023 Q1	$479K	Buy	+22,008	New	+$481K	0.08%	211
2022 Q4	–	Sell	-240,350	Closed	-$5.48M	–	289
2022 Q3	$5.48M	Sell	240,350 -98,610	-29%	-$2.26M	1.09%	21
2022 Q2	$7.73M	Sell	338,960 -20,988	-6%	-$483K	1.53%	12
2022 Q1	$8.36M	Buy	+359,948	New	+$8.36M	1.34%	13

Other funds holding AGZD

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

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

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

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

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

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 $1.62B AUM 27.01% 1-Year Est. Return

WealthShield Partners's AGZD Position: Q1 2024 in Review

WealthShield Partners sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q1 2024, closing a stake of 662 shares — an estimated $14.5K sold.

WealthShield Partners first reported a position in AGZD in Q1 2022 and held it in 7 quarters. The position peaked at $8.36M in Q1 2022. 56 funds tracked by Wall St. Rank hold AGZD as of Q1 2024.

WealthShield Partners reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q1 2024 after selling out during the quarter.
WealthShield Partners sold 662 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2024, an estimated $14.5K.
WealthShield Partners first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q1 2022 and held it in 7 quarters.
WealthShield Partners's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $8.36M in Q1 2022.
56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2024.

Based on WealthShield Partners's 13F filing for Q1 2024, filed 29 Apr 2024.