Commonwealth Equity Services
AGZD icon

Commonwealth Equity Services’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Commonwealth Equity Services’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 		$327K Sell
14,443
-1,086
-7% -$24.6K ﹤0.01% 3696
2026
Q1 		$350K Sell
15,529
-19,075
-55% -$430K ﹤0.01% 3532
2025
Q4 		$778K Buy
34,604
+3,281
+10% +$73.8K ﹤0.01% 2797
2025
Q3 		$705K Sell
31,323
-940
-3% -$21K ﹤0.01% 2888
2025
Q2 		$717K Sell
32,263
-2,834
-8% -$63.1K ﹤0.01% 2849
2025
Q1 		$784K Buy
35,097
+4,222
+14% +$94.8K ﹤0.01% 2659
2024
Q4 		$693K Buy
30,875
+3,737
+14% +$83.9K ﹤0.01% 2704
2024
Q3 		$608K Buy
27,138
+4,521
+20% +$101K ﹤0.01% 2740
2024
Q2 		$504K Buy
22,617
+255
+1% +$5.67K ﹤0.01% 2823
2024
Q1 		$494K Buy
22,362
+158
+0.7% +$3.48K ﹤0.01% 2832
2023
Q4 		$487K Buy
22,204
+595
+3% +$13.2K ﹤0.01% 2730
2023
Q3 		$479K Sell
21,609
-1,907
-8% -$42.3K ﹤0.01% 2635
2023
Q2 		$520K Buy
23,516
+130
+0.6% +$2.84K ﹤0.01% 2579
2023
Q1 		$509K Sell
23,386
-1,528
-6% -$33.4K ﹤0.01% 2537
2022
Q4 		$541K Buy
24,914
+176
+0.7% +$3.97K ﹤0.01% 2408
2022
Q3 		$563K Buy
24,738
+3,604
+17% +$82.6K ﹤0.01% 2303
2022
Q2 		$481K Buy
21,134
+2,624
+14% +$60.4K ﹤0.01% 2431
2022
Q1 		$429K Buy
18,510
+52
+0.3% +$1.21K ﹤0.01% 2644
2021
Q4 		$430K Buy
18,458
+60
+0.3% +$1.4K ﹤0.01% 2662
2021
Q3 		$431K Buy
18,398
+56
+0.3% +$1.31K ﹤0.01% 2584
2021
Q2 		$431K Buy
18,342
+52
+0.3% +$1.22K ﹤0.01% 2585
2021
Q1 		$429K Buy
18,290
+2,590
+16% +$61.2K ﹤0.01% 2451
2020
Q4 		$370K Sell
15,700
-784
-5% -$18.4K ﹤0.01% 2384
2020
Q3 		$385K Buy
16,484
+20
+0.1% +$471 ﹤0.01% 2167
2020
Q2 		$387K Sell
16,464
-1,316
-7% -$30.7K ﹤0.01% 2081
2020
Q1 		$409K Buy
17,780
+396
+2% +$9.38K ﹤0.01% 1830
2019
Q4 		$417K Buy
17,384
+1,180
+7% +$28.3K ﹤0.01% 2052
2019
Q3 		$387K Buy
16,204
+100
+0.6% +$2.39K ﹤0.01% 2024
2019
Q2 		$383K Sell
16,104
-820
-5% -$19.6K ﹤0.01% 2009
2019
Q1 		$404K Buy
16,924
+98
+0.6% +$2.33K ﹤0.01% 1922
2018
Q4 		$397K Buy
16,826
+104
+0.6% +$2.48K ﹤0.01% 1804
2018
Q3 		$401K Sell
16,722
-156
-0.9% -$3.74K ﹤0.01% 1942
2018
Q2 		$403K Buy
16,878
+4,584
+37% +$110K ﹤0.01% 1901
2018
Q1 		$294K Buy
+12,294
New +$296K ﹤0.01% 2075

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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

Commonwealth Equity Services's AGZD Position: Q2 2026 in Review

Commonwealth Equity Services reduced its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 7% in Q2 2026, selling an estimated $24.6K and leaving 14,443 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #3696.

Commonwealth Equity Services first reported a position in AGZD in Q1 2018 and has held it in 34 quarters since. The position peaked at $784K in Q1 2025. 46 funds tracked by Wall St. Rank hold AGZD as of Q2 2026.

  • Commonwealth Equity Services held 14,443 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $327K as of Q2 2026.
  • Commonwealth Equity Services sold 1,086 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2026, an estimated $24.6K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3696 holding.
  • Commonwealth Equity Services first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q1 2018 and has held it in 34 quarters since.
  • Commonwealth Equity Services's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $784K in Q1 2025.
  • 46 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.