Winslow Evans & Crocker’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Winslow Evans & Crocker’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
2017 Q3	–	Sell	-1,600	Closed	-$38.4K	–	1118
2017 Q2	$38.4K	Hold	1,600	–	–	0.01%	613
2017 Q1	$38.5K	Hold	1,600	–	–	0.01%	592
2016 Q4	$38.6K	Hold	1,600	–	–	0.01%	592
2016 Q3	$38.2K	Hold	1,600	–	–	0.01%	601
2016 Q2	$38.1K	Sell	1,600 -334	-17%	-$7.97K	0.01%	578
2016 Q1	$45.9K	Sell	1,934 -2	-0.1%	-$47	0.01%	521
2015 Q4	$46.5K	Hold	1,936	–	–	0.01%	547
2015 Q3	$46.4K	Buy	1,936 +1,600	+476%	+$38.7K	0.01%	528
2015 Q2	$8.12K	Buy	+336	New	+$8.21K	﹤0.01%	980

Other funds holding AGZD

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

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

IFA

Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

AIM

Arcadia Investment Management Kalamazoo, Michigan $584M AUM 21.44% 1-Year Est. Return

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

Winslow Evans & Crocker's AGZD Position: Q3 2017 in Review

Winslow Evans & Crocker sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q3 2017, closing a stake of 1,600 shares — an estimated $38.4K sold.

Winslow Evans & Crocker first reported a position in AGZD in Q2 2015 and held it in 9 quarters. The position peaked at $46.5K in Q4 2015. 15 funds tracked by Wall St. Rank hold AGZD as of Q3 2017.

Winslow Evans & Crocker reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q3 2017 after selling out during the quarter.
Winslow Evans & Crocker sold 1,600 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q3 2017, an estimated $38.4K.
Winslow Evans & Crocker first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q2 2015 and held it in 9 quarters.
Winslow Evans & Crocker's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $46.5K in Q4 2015.
15 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q3 2017.

Based on Winslow Evans & Crocker's 13F filing for Q3 2017, filed 19 Oct 2017.