Avantax Advisory Services’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Avantax Advisory Services’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 Q1	–	Sell	-124,746	Closed	-$2.8M	–	2231
2024 Q4	$2.8M	Buy	+124,746	New	+$2.8M	0.02%	578
2022 Q2	–	Sell	-41,554	Closed	-$967K	–	1301
2022 Q1	$967K	Buy	41,554 +5,886	+17%	+$137K	0.01%	548
2021 Q4	$833K	Buy	35,668 +12,428	+53%	+$291K	0.01%	577
2021 Q3	$543K	Buy	+23,240	New	+$545K	0.01%	693

Other funds holding AGZD

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

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

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

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

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

Avantax Advisory Services's AGZD Position: Q1 2025 in Review

Avantax Advisory Services sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q1 2025, closing a stake of 124,746 shares — an estimated $2.8M sold.

Avantax Advisory Services first reported a position in AGZD in Q3 2021 and held it in 4 quarters. The position peaked at $2.8M in Q4 2024. 56 funds tracked by Wall St. Rank hold AGZD as of Q1 2025.

Avantax Advisory Services reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q1 2025 after selling out during the quarter.
Avantax Advisory Services sold 124,746 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2025, an estimated $2.8M.
Avantax Advisory Services first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q3 2021 and held it in 4 quarters.
Avantax Advisory Services's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $2.8M in Q4 2024.
56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2025.

Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.