AWM
AGZD icon

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

AE 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
2026
Q1 		$20.9K Sell
927
-43
-4% -$969 ﹤0.01% 2139
2025
Q4 		$21.8K Buy
970
+178
+22% +$4K ﹤0.01% 2017
2025
Q3 		$17.8K Sell
792
-13
-2% -$291 ﹤0.01% 1915
2025
Q2 		$17.9K Hold
805
– – ﹤0.01% 1785
2025
Q1 		$18K Hold
805
– – ﹤0.01% 1766
2024
Q4 		$18.1K Buy
+805
New +$18.1K ﹤0.01% 1755
2024
Q1 		– Sell
-119,405
Closed -$2.62M – 1164
2023
Q4 		$2.62M Buy
+119,405
New +$2.64M 0.01% 815
2022
Q3 		– Sell
-1,047,056
Closed -$23.9M – 1743
2022
Q2 		$23.9M Sell
1,047,056
-20,878
-2% -$481K 0.19% 132
2022
Q1 		$24.8M Buy
+1,067,934
New +$24.8M 0.17% 129
2021
Q2 		– Sell
-8,826
Closed -$207K – 1584
2021
Q1 		$207K Buy
+8,826
New +$208K ﹤0.01% 1394
2020
Q2 		– Sell
-14,692
Closed -$338K – 1257
2020
Q1 		$338K Sell
14,692
-23,186
-61% -$549K 0.01% 846
2019
Q4 		$910K Sell
37,878
-2,052
-5% -$49.2K 0.02% 549
2019
Q3 		$954K Buy
39,930
+2,988
+8% +$71.4K 0.03% 460
2019
Q2 		$880K Buy
36,942
+7,964
+27% +$190K 0.03% 437
2019
Q1 		$692K Buy
+28,978
New +$689K 0.05% 280

Other funds holding AGZD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
AI
AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AE Wealth Management's AGZD Position: Q1 2026 in Review

AE Wealth Management reduced its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 4.4% in Q1 2026, selling an estimated $969 and leaving 927 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2139.

AE Wealth Management first reported a position in AGZD in Q1 2019 and has held it in 15 quarters since. The position peaked at $24.8M in Q1 2022. 47 funds tracked by Wall St. Rank hold AGZD as of Q1 2026.

  • AE Wealth Management held 927 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $20.9K as of Q1 2026.
  • AE Wealth Management sold 43 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2026, an estimated $969.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2139 holding.
  • AE Wealth Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q1 2019 and has held it in 15 quarters since.
  • AE Wealth Management's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $24.8M in Q1 2022.
  • 47 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.