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

Cape Investment Advisory’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 		– Sell
-42
Closed -$945 – 250
2025
Q4 		$945 Hold
42
– – ﹤0.01% 1198
2025
Q3 		$945 Hold
42
– – ﹤0.01% 743
2025
Q2 		$934 Hold
42
– – ﹤0.01% 1042
2025
Q1 		$939 Hold
42
– – ﹤0.01% 980
2024
Q4 		$943 Sell
42
-34,086
-100% -$765K ﹤0.01% 968
2024
Q3 		$765K Sell
34,128
-3,750
-10% -$83.5K 0.31% 70
2024
Q2 		$845K Sell
37,878
-7,685
-17% -$171K 0.38% 56
2024
Q1 		$1.01M Buy
45,563
+482
+1% +$10.6K 0.47% 47
2023
Q4 		$988K Sell
45,081
-5,292
-11% -$117K 0.48% 41
2023
Q3 		$1.12M Sell
50,373
-145
-0.3% -$3.22K 0.63% 34
2023
Q2 		$1.12M Sell
50,518
-2,766
-5% -$60.5K 0.62% 37
2023
Q1 		$1.16M Buy
+53,284
New +$1.16M 0.71% 32

Other funds holding AGZD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CAPTRUST Financial Advisors
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
AI
AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return
SC
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cape Investment Advisory's AGZD Position: Q1 2026 in Review

Cape Investment Advisory sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q1 2026, closing a stake of 42 shares — an estimated $945 sold.

Cape Investment Advisory first reported a position in AGZD in Q1 2023 and held it in 12 quarters. The position peaked at $1.16M in Q1 2023. 47 funds tracked by Wall St. Rank hold AGZD as of Q1 2026.

  • Cape Investment Advisory reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 42 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2026, an estimated $945.
  • Cape Investment Advisory first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q1 2023 and held it in 12 quarters.
  • Cape Investment Advisory's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $1.16M in Q1 2023.
  • 47 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.