CAPTRUST Financial Advisors
AGZD icon

CAPTRUST Financial Advisors’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

CAPTRUST Financial 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
Q1 		$4.63M Buy
205,477
+11,142
+6% +$251K 0.01% 802
2025
Q4 		$4.37M Sell
194,335
-15,293
-7% -$344K 0.01% 715
2025
Q3 		$4.72M Sell
209,628
-16,230
-7% -$363K 0.01% 662
2025
Q2 		$5.02M Sell
225,858
-2,416
-1% -$53.8K 0.01% 621
2025
Q1 		$5.1M Sell
228,274
-365
-0.2% -$8.2K 0.01% 587
2024
Q4 		$5.14M Buy
228,639
+1,949
+0.9% +$43.8K 0.01% 535
2024
Q3 		$5.08M Sell
226,690
-1,941
-0.8% -$43.2K 0.02% 534
2024
Q2 		$5.1M Sell
228,631
-10,305
-4% -$229K 0.02% 506
2024
Q1 		$5.28M Sell
238,936
-10,593
-4% -$233K 0.02% 480
2023
Q4 		$5.47M Sell
249,529
-19,373
-7% -$429K 0.02% 532
2023
Q3 		$5.96M Buy
268,902
+24,778
+10% +$550K 0.02% 459
2023
Q2 		$5.4M Buy
+244,124
New +$5.34M 0.02% 476

Other funds holding AGZD

LPL Financial
LPL Financial San Diego, California $376B 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 $2.56B AUM 22.97% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.82B 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 $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return