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

Capital Investment Advisory Services’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 		– Sell
-2,300
Closed -$51.9K – 1303
2026
Q1 		$51.9K Hold
2,300
– – ﹤0.01% 858
2025
Q4 		$51.7K Hold
2,300
– – ﹤0.01% 824
2025
Q3 		$51.8K Hold
2,300
– – ﹤0.01% 770
2025
Q2 		$51.1K Hold
2,300
– – ﹤0.01% 746
2025
Q1 		$51.4K Hold
2,300
– – ﹤0.01% 704
2024
Q4 		$51.7K Hold
2,300
– – 0.01% 656
2024
Q3 		$51.6K Sell
2,300
-101,374
-98% -$2.26M ﹤0.01% 677
2024
Q2 		$2.31M Buy
103,674
+848
+0.8% +$18.8K 0.24% 95
2024
Q1 		$2.27M Sell
102,826
-3,605
-3% -$79.3K 0.24% 96
2023
Q4 		$2.33M Buy
106,431
+79
+0.1% +$1.75K 0.22% 86
2023
Q3 		$2.36M Buy
106,352
+45,658
+75% +$1.01M 0.23% 76
2023
Q2 		$1.34M Buy
60,694
+16,412
+37% +$359K 0.13% 138
2023
Q1 		$964K Hold
44,282
– – 0.11% 167
2022
Q4 		$962K Buy
+44,282
New +$1,000K 0.11% 168

Other funds holding AGZD

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $145M AUM
BLWM
Bucket List Wealth Management The Villages, Florida $203M AUM
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

Capital Investment Advisory Services's AGZD Position: Q2 2026 in Review

Capital Investment Advisory Services sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q2 2026, closing a stake of 2,300 shares — an estimated $51.9K sold.

Capital Investment Advisory Services first reported a position in AGZD in Q4 2022 and held it in 14 quarters. The position peaked at $2.36M in Q3 2023. 6 funds tracked by Wall St. Rank hold AGZD as of Q2 2026.

  • Capital Investment Advisory Services reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
  • Capital Investment Advisory Services sold 2,300 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2026, an estimated $51.9K.
  • Capital Investment Advisory Services first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q4 2022 and held it in 14 quarters.
  • Capital Investment Advisory Services's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $2.36M in Q3 2023.
  • 6 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.