Creekmur Asset Management’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Creekmur Asset 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
2025 Q3	$5.01K	Buy	223 +3	+1%	+$67	﹤0.01%	573
2025 Q2	$4.9K	Buy	220 +2	+0.9%	+$45	﹤0.01%	576
2025 Q1	$4.87K	Buy	218 +2	+0.9%	+$45	﹤0.01%	545
2024 Q4	$4.85K	Buy	216 +2	+0.9%	+$45	﹤0.01%	498
2024 Q3	$4.8K	Buy	214 +2	+0.9%	+$45	﹤0.01%	545
2024 Q2	$4.73K	Sell	212 -102	-32%	-$2.27K	﹤0.01%	588
2024 Q1	$6.93K	Buy	314 +106	+51%	+$2.33K	﹤0.01%	522
2023 Q4	$4.55K	Buy	+208	New	+$4.61K	﹤0.01%	600

Other funds holding AGZD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Creekmur Asset Management's AGZD Position: Q3 2025 in Review

Creekmur Asset Management increased its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 1.4% in Q3 2025, buying an estimated $67 and bringing the position to 223 shares worth $5.01K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Creekmur Asset Management first reported a position in AGZD in Q4 2023 and has held it in 8 quarters since. The position peaked at $6.93K in Q1 2024. 47 funds tracked by Wall St. Rank hold AGZD as of Q3 2025.

Creekmur Asset Management held 223 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $5.01K as of Q3 2025.
Creekmur Asset Management bought 3 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q3 2025, an estimated $67.
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #573 holding.
Creekmur Asset Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $6.93K in Q1 2024.
47 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.