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

Dogwood Wealth 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
2026
Q2 		$18.7K Hold
826
– – 0.01% 259
2026
Q1 		$18.6K Hold
826
– – 0.01% 253
2025
Q4 		$18.6K Hold
826
– – 0.01% 207
2025
Q3 		$18.6K Sell
826
-1
-0.1% -$22 0.01% 194
2025
Q2 		$18.5K Sell
827
-763
-48% -$17K 0.01% 186
2025
Q1 		$35.5K Sell
1,590
-443
-22% -$9.95K 0.02% 131
2024
Q4 		$45.7K Sell
2,033
-228,446
-99% -$5.13M 0.02% 122
2024
Q3 		$5.17M Buy
230,479
+15,649
+7% +$348K 2.97% 9
2024
Q2 		$4.79M Buy
214,830
+206,067
+2,352% +$4.58M 2.95% 9
2024
Q1 		$193K Buy
8,763
+955
+12% +$21K 0.13% 77
2023
Q4 		$171K Buy
+7,808
New +$173K 0.13% 85

Other funds holding AGZD

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
BLWM
Bucket List Wealth Management The Villages, Florida $203M AUM

Dogwood Wealth Management's AGZD Position: Q2 2026 in Review

Dogwood Wealth Management held its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) position steady in Q2 2026 at 826 shares worth $18.7K. The position accounts for 0.01% of the portfolio, ranked #259.

Dogwood Wealth Management first reported a position in AGZD in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.17M in Q3 2024. 4 funds tracked by Wall St. Rank hold AGZD as of Q2 2026.

  • Dogwood Wealth Management held 826 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $18.7K as of Q2 2026.
  • Dogwood Wealth Management left its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund share count unchanged in Q2 2026.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #259 holding.
  • Dogwood Wealth Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $5.17M in Q3 2024.
  • 4 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.