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

Citadel 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 		$1.16M Buy
51,619
+40,615
+369% +$915K ﹤0.01% 7318
2025
Q4 		$247K Sell
11,004
-34,089
-76% -$767K ﹤0.01% 10574
2025
Q3 		$1.01M Buy
45,093
+21,810
+94% +$488K ﹤0.01% 7516
2025
Q2 		$518K Sell
23,283
-28,195
-55% -$627K ﹤0.01% 8549
2025
Q1 		$1.15M Buy
+51,478
New +$1.16M ﹤0.01% 6655
2024
Q4 		– Sell
-26,498
Closed -$594K – 14422
2024
Q3 		$594K Sell
26,498
-31,082
-54% -$692K ﹤0.01% 7901
2024
Q2 		$1.28M Buy
57,580
+18,255
+46% +$406K ﹤0.01% 6126
2024
Q1 		$868K Sell
39,325
-10,813
-22% -$238K ﹤0.01% 7221
2023
Q4 		$1.1M Buy
+50,138
New +$1.11M ﹤0.01% 6482
2023
Q3 		– Sell
-89,244
Closed -$1.97M – 14222
2023
Q2 		$1.97M Buy
89,244
+5,340
+6% +$117K ﹤0.01% 5164
2023
Q1 		$1.83M Buy
83,904
+33,834
+68% +$740K ﹤0.01% 5564
2022
Q4 		$1.09M Buy
50,070
+18,090
+57% +$408K ﹤0.01% 6653
2022
Q3 		$729K Buy
31,980
+21,748
+213% +$499K ﹤0.01% 7672
2022
Q2 		$233K Buy
+10,232
New +$236K ﹤0.01% 10371
2022
Q1 		– Sell
-109,014
Closed -$2.54M – 13477
2021
Q4 		$2.54M Buy
109,014
+31,916
+41% +$747K ﹤0.01% 5673
2021
Q3 		$1.81M Buy
+77,098
New +$1.81M ﹤0.01% 6624
2021
Q2 		– Sell
-66,150
Closed -$1.55M – 13587
2021
Q1 		$1.55M Sell
66,150
-41,832
-39% -$988K ﹤0.01% 7015
2020
Q4 		$2.54M Buy
+107,982
New +$2.54M ﹤0.01% 4856
2020
Q3 		– Sell
-31,362
Closed -$737K – 10009
2020
Q2 		$737K Sell
31,362
-12,536
-29% -$293K ﹤0.01% 6389
2020
Q1 		$1.01M Sell
43,898
-14,818
-25% -$351K ﹤0.01% 5318
2019
Q4 		$1.41M Sell
58,716
-20,108
-26% -$482K ﹤0.01% 4978
2019
Q3 		$1.89M Sell
78,824
-11,984
-13% -$286K ﹤0.01% 4558
2019
Q2 		$2.17M Buy
+90,808
New +$2.17M ﹤0.01% 4385
2019
Q1 		– Sell
-53,368
Closed -$1.26M – 9199
2018
Q4 		$1.26M Buy
+53,368
New +$1.27M ﹤0.01% 4937

Other funds holding AGZD

LPL Financial
LPL Financial San Diego, California $377B 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 $2.58B AUM 22.97% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B 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 $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors's AGZD Position: Q1 2026 in Review

Citadel Advisors increased its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 369% in Q1 2026, buying an estimated $915K and bringing the position to 51,619 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #7318.

Citadel Advisors first reported a position in AGZD in Q4 2018 and has held it in 24 quarters since. The position peaked at $2.54M in Q4 2020. 47 funds tracked by Wall St. Rank hold AGZD as of Q1 2026.

  • Citadel Advisors held 51,619 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $1.16M as of Q1 2026.
  • Citadel Advisors bought 40,615 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2026, an estimated $915K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #7318 holding.
  • Citadel Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q4 2018 and has held it in 24 quarters since.
  • Citadel Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $2.54M in Q4 2020.
  • 47 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.