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Creative Financial Designs’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Creative Financial Designs’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 		$564K Sell
25,024
-947
-4% -$21.3K 0.03% 314
2025
Q4 		$584K Sell
25,971
-673
-3% -$15.1K 0.04% 309
2025
Q3 		$599K Buy
26,644
+10,520
+65% +$235K 0.04% 303
2025
Q2 		$358K Buy
16,124
+247
+2% +$5.5K 0.03% 364
2025
Q1 		$355K Buy
15,877
+1,153
+8% +$25.9K 0.03% 334
2024
Q4 		$331K Sell
14,724
-46
-0.3% -$1.03K 0.03% 350
2024
Q3 		$331K Buy
14,770
+582
+4% +$13K 0.03% 349
2024
Q2 		$316K Buy
14,188
+219
+2% +$4.87K 0.03% 344
2024
Q1 		$308K Buy
13,969
+2,931
+27% +$64.5K 0.03% 333
2023
Q4 		$242K Sell
11,038
-12,770
-54% -$283K 0.02% 353
2023
Q3 		$528K Sell
23,808
-418
-2% -$9.27K 0.06% 206
2023
Q2 		$536K Sell
24,226
-5,354
-18% -$117K 0.06% 207
2023
Q1 		$644K Buy
29,580
+10,454
+55% +$229K 0.08% 180
2022
Q4 		$416K Buy
+19,126
New +$432K 0.06% 224

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

Creative Financial Designs's AGZD Position: Q1 2026 in Review

Creative Financial Designs reduced its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 3.6% in Q1 2026, selling an estimated $21.3K and leaving 25,024 shares worth $564K. The position accounts for 0.03% of the portfolio, ranked #314.

Creative Financial Designs first reported a position in AGZD in Q4 2022 and has held it in 14 quarters since. The position peaked at $644K in Q1 2023. 47 funds tracked by Wall St. Rank hold AGZD as of Q1 2026.

  • Creative Financial Designs held 25,024 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $564K as of Q1 2026.
  • Creative Financial Designs sold 947 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2026, an estimated $21.3K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up 0.03% of Creative Financial Designs's portfolio in Q1 2026, its #314 holding.
  • Creative Financial Designs first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q4 2022 and has held it in 14 quarters since.
  • Creative Financial Designs's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $644K in Q1 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 Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.