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

Western Pacific 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	-1,300	Closed	-$29K	–	289
2022 Q3	$29K	Hold	1,300	–	–	0.03%	144
2022 Q2	$29K	Hold	1,300	–	–	0.03%	108
2022 Q1	$30K	Buy	+1,300	New	+$30.2K	0.02%	122

Other funds holding AGZD

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

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

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

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

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

Western Pacific Wealth Management's AGZD Position: Q4 2022 in Review

Western Pacific Wealth Management sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q4 2022, closing a stake of 1,300 shares — an estimated $29K sold.

Western Pacific Wealth Management first reported a position in AGZD in Q1 2022 and held it in 3 quarters. The position peaked at $30K in Q1 2022. 55 funds tracked by Wall St. Rank hold AGZD as of Q4 2022.

Western Pacific 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.
Western Pacific Wealth Management sold 1,300 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q4 2022, an estimated $29K.
Western Pacific Wealth Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q1 2022 and held it in 3 quarters.
Western Pacific Wealth Management's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $30K in Q1 2022.
55 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q4 2022.

Based on Western Pacific Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.