CFD
AGZD icon

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
Q2 		$666K Buy
29,448
+4,424
+18% +$100K 0.03% 350
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

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

Creative Financial Designs's AGZD Position: Q2 2026 in Review

Creative Financial Designs increased its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 18% in Q2 2026, buying an estimated $100K and bringing the position to 29,448 shares worth $666K. The position accounts for 0.03% of the portfolio, ranked #350.

Creative Financial Designs first reported a position in AGZD in Q4 2022 and has held it in 15 quarters since. 46 funds tracked by Wall St. Rank hold AGZD as of Q2 2026.

  • Creative Financial Designs held 29,448 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $666K as of Q2 2026.
  • Creative Financial Designs bought 4,424 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2026, an estimated $100K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up 0.03% of Creative Financial Designs's portfolio in Q2 2026, its #350 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 15 quarters since.
  • 46 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.