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
Q2 		$4.5M Sell
199,056
-6,421
-3% -$145K 0.01% 860
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

ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
AI
AXS Investments Port Chester, New York $353M AUM 34.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors's AGZD Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 3.1% in Q2 2026, selling an estimated $145K and leaving 199,056 shares worth $4.5M. The position accounts for 0.01% of the portfolio, ranked #860.

CAPTRUST Financial Advisors first reported a position in AGZD in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.96M in Q3 2023. 46 funds tracked by Wall St. Rank hold AGZD as of Q2 2026.

  • CAPTRUST Financial Advisors held 199,056 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $4.5M as of Q2 2026.
  • CAPTRUST Financial Advisors sold 6,421 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2026, an estimated $145K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #860 holding.
  • CAPTRUST Financial Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q2 2023 and has held it in 13 quarters since.
  • CAPTRUST Financial Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $5.96M in Q3 2023.
  • 46 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.