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

AXS Investments’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	$2.42M	Buy	107,225 +36,830	+52%	+$830K	0.98%	22
2025 Q4	$1.58M	Buy	70,395 +73	+0.1%	+$1.64K	0.55%	37
2025 Q3	$1.58M	Sell	70,322 -24,813	-26%	-$555K	0.5%	40
2025 Q2	$2.11M	Buy	+95,135	New	+$2.12M	0.87%	34
2025 Q1	–	Sell	-67,027	Closed	-$1.51M	–	203
2024 Q4	$1.51M	Sell	67,027 -3,875	-5%	-$87K	0.42%	86
2024 Q3	$1.59M	Sell	70,902 -18,062	-20%	-$402K	0.42%	99
2024 Q2	$1.98M	Buy	+88,964	New	+$1.98M	0.55%	43

Other funds holding AGZD

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

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

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

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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AXS Investments's AGZD Position: Q1 2026 in Review

AXS Investments increased its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 52% in Q1 2026, buying an estimated $830K and bringing the position to 107,225 shares worth $2.42M. The position accounts for 0.98% of the portfolio, ranked #22.

AXS Investments first reported a position in AGZD in Q2 2024 and has held it in 7 quarters since. 47 funds tracked by Wall St. Rank hold AGZD as of Q1 2026.

AXS Investments held 107,225 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $2.42M as of Q1 2026.
AXS Investments bought 36,830 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2026, an estimated $830K.
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up 0.98% of AXS Investments's portfolio in Q1 2026, its #22 holding.
AXS Investments first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q2 2024 and has held it in 7 quarters since.
47 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2026.

Based on AXS Investments's 13F filing for Q1 2026, filed 6 May 2026.