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

WealthSource 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
2019
Q2 		– Sell
-8,484
Closed -$203K – 449
2019
Q1 		$203K Buy
+8,484
New +$202K 0.05% 330

Other funds holding AGZD

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HA
Harborview Advisors Portland, Maine $179M AUM 23.7% 1-Year Est. Return
BFG
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CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

WealthSource Partners's AGZD Position: Q2 2019 in Review

WealthSource Partners sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q2 2019, closing a stake of 8,484 shares — an estimated $203K sold.

WealthSource Partners first reported a position in AGZD in Q1 2019 and held it in 1 quarter. The position peaked at $203K in Q1 2019. 28 funds tracked by Wall St. Rank hold AGZD as of Q2 2019.

  • WealthSource Partners reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q2 2019 after selling out during the quarter.
  • WealthSource Partners sold 8,484 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2019, an estimated $203K.
  • WealthSource Partners first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q1 2019 and held it in 1 quarter.
  • WealthSource Partners's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $203K in Q1 2019.
  • 28 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2019.

Based on WealthSource Partners's 13F filing for Q2 2019, filed 9 Aug 2019.