Cambridge Investment Research Advisors’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Cambridge Investment Research Advisors’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	$268K	Buy	+11,835	New	+$268K	﹤0.01%	3297
2024 Q4	–	Sell	-83,821	Closed	-$1.88M	–	3464
2024 Q3	$1.88M	Sell	83,821 -2,068	-2%	-$46K	0.01%	1396
2024 Q2	$1.92M	Sell	85,889 -14,681	-15%	-$326K	0.01%	1304
2024 Q1	$2.22M	Buy	100,570 +5,127	+5%	+$113K	0.01%	1193
2023 Q4	$2.09M	Buy	95,443 +512	+0.5%	+$11.3K	0.01%	1165
2023 Q3	$2.1M	Buy	94,931 +8,333	+10%	+$185K	0.01%	1104
2023 Q2	$1.92M	Buy	86,598 +3,050	+4%	+$66.7K	0.01%	1197
2023 Q1	$1.82M	Buy	83,548 +304	+0.4%	+$6.64K	0.01%	1182
2022 Q4	$1.81M	Buy	83,244 +2,046	+3%	+$46.2K	0.01%	1135
2022 Q3	$1.85M	Buy	81,198 +6,656	+9%	+$153K	0.01%	1082
2022 Q2	$1.7M	Buy	+74,542	New	+$1.72M	0.01%	1125

Other funds holding AGZD

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

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $145M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BLWM

Bucket List Wealth Management The Villages, Florida $203M AUM

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DWM

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

Cambridge Investment Research Advisors's AGZD Position: Q2 2026 in Review

Cambridge Investment Research Advisors opened a new position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q2 2026: 11,835 shares worth $268K. The stake represents ﹤0.01% of the portfolio and ranks #3297 among its holdings. This is a return to the name: Cambridge Investment Research Advisors previously reported a position in AGZD as recently as Q3 2024.

Cambridge Investment Research Advisors first reported a position in AGZD in Q2 2022 and has held it in 11 quarters since. The position peaked at $2.22M in Q1 2024. 11 funds tracked by Wall St. Rank hold AGZD as of Q2 2026.

Cambridge Investment Research Advisors held 11,835 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $268K as of Q2 2026.
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund was a new Cambridge Investment Research Advisors position in Q2 2026.
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3297 holding.
Cambridge Investment Research Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q2 2022 and has held it in 11 quarters since.
Cambridge Investment Research Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $2.22M in Q1 2024.
11 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.