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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

AXS Investments Port Chester, New York $353M AUM 34.19% 1-Year Est. Return

Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cherry Tree Wealth Management's AGZD Position: Q1 2026 in Review

Cherry Tree Wealth Management held its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) position steady in Q1 2026 at 3,234 shares worth $72.9K. The position accounts for 0.02% of the portfolio, ranked #235.

Cherry Tree Wealth Management first reported a position in AGZD in Q2 2023 and has held it in 12 quarters since. The position peaked at $152K in Q2 2023. 47 funds tracked by Wall St. Rank hold AGZD as of Q1 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 Q1 2026.
Cherry Tree Wealth Management left its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund share count unchanged in Q1 2026.
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up 0.02% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #235 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 12 quarters since.
Cherry Tree Wealth Management's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $152K in Q2 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 Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.