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

BIP Wealth’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 Q3	$431K	Buy	+19,105	New	+$432K	0.01%	411

Other funds holding AGZD

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Bucket List Wealth Management The Villages, Florida $208M AUM 15.19% 1-Year Est. Return

Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

BIP Wealth's AGZD Position: Q3 2026 in Review

BIP Wealth opened a new position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q3 2026: 19,105 shares worth $431K. The stake represents 0.01% of the portfolio and ranks #411 among its holdings.

8 funds tracked by Wall St. Rank hold AGZD as of Q3 2026.

BIP Wealth held 19,105 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $431K as of Q3 2026.
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund was a new BIP Wealth position in Q3 2026.
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up 0.01% of BIP Wealth's portfolio in Q3 2026, its #411 holding.
8 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q3 2026.

Based on BIP Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.