Ameriprise
AGZD icon

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

Ameriprise’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
2025
Q3 		– Sell
-11,110
Closed -$247K – 4054
2025
Q2 		$247K Hold
11,110
– – ﹤0.01% 3762
2025
Q1 		$248K Buy
+11,110
New +$250K ﹤0.01% 3731

Other funds holding AGZD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Ameriprise's AGZD Position: Q3 2025 in Review

Ameriprise sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q3 2025, closing a stake of 11,110 shares — an estimated $247K sold.

Ameriprise first reported a position in AGZD in Q1 2025 and held it in 2 quarters. The position peaked at $248K in Q1 2025. 47 funds tracked by Wall St. Rank hold AGZD as of Q3 2025.

  • Ameriprise reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q3 2025 after selling out during the quarter.
  • Ameriprise sold 11,110 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q3 2025, an estimated $247K.
  • Ameriprise first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q1 2025 and held it in 2 quarters.
  • Ameriprise's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $248K in Q1 2025.
  • 47 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q3 2025.

Based on Ameriprise's 13F filing for Q3 2025, filed 14 Nov 2025.