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 Q2	$1.72M	Sell	76,066 -31,159	-29%	-$705K	0.49%	31
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

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return

Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AXS Investments's AGZD Position: Q2 2026 in Review

AXS Investments reduced its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 29% in Q2 2026, selling an estimated $705K and leaving 76,066 shares worth $1.72M. The position accounts for 0.49% of the portfolio, ranked #31.

AXS Investments first reported a position in AGZD in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.42M in Q1 2026. 46 funds tracked by Wall St. Rank hold AGZD as of Q2 2026.

AXS Investments held 76,066 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $1.72M as of Q2 2026.
AXS Investments sold 31,159 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2026, an estimated $705K.
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up 0.49% of AXS Investments's portfolio in Q2 2026, its #31 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 8 quarters since.
AXS Investments's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $2.42M in Q1 2026.
46 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2026.

Based on AXS Investments's 13F filing for Q2 2026, filed 10 Aug 2026.