Cherry Tree Wealth Management’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Cherry Tree Wealth Management’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 Q3	$72.9K	Hold	3,234	–	–	0.01%	252
2026 Q2	$73.1K	Hold	3,234	–	–	0.01%	250
2026 Q1	$72.9K	Hold	3,234	–	–	0.02%	235
2025 Q4	$72.7K	Sell	3,234 -224	-6%	-$5.04K	0.02%	237
2025 Q3	$77.8K	Hold	3,458	–	–	0.02%	232
2025 Q2	$76.9K	Hold	3,458	–	–	0.02%	233
2025 Q1	$77.3K	Hold	3,458	–	–	0.02%	231
2024 Q4	$77.7K	Hold	3,458	–	–	0.02%	230
2024 Q3	$77.5K	Hold	3,458	–	–	0.02%	236
2024 Q2	$77.1K	Hold	3,458	–	–	0.02%	226
2024 Q1	$76.4K	Hold	3,458	–	–	0.02%	223
2023 Q4	$75.8K	Hold	3,458	–	–	0.02%	216
2023 Q3	$76.6K	Sell	3,458 -3,434	-50%	-$76.2K	0.02%	207
2023 Q2	$152K	Buy	+6,892	New	+$151K	0.04%	156

Other funds holding AGZD

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Bucket List Wealth Management The Villages, Florida $208M AUM 15.19% 1-Year Est. Return

Cherry Tree Wealth Management's AGZD Position: Q3 2026 in Review

Cherry Tree Wealth Management held its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) position steady in Q3 2026 at 3,234 shares worth $72.9K. The position accounts for 0.01% of the portfolio, ranked #252.

Cherry Tree Wealth Management first reported a position in AGZD in Q2 2023 and has held it in 14 quarters since. The position peaked at $152K in Q2 2023. 9 funds tracked by Wall St. Rank hold AGZD as of Q3 2026.

Cherry Tree Wealth Management held 3,234 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $72.9K as of Q3 2026.
Cherry Tree Wealth Management left its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund share count unchanged in Q3 2026.
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up 0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #252 holding.
Cherry Tree Wealth Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $152K in Q2 2023.
9 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.