EW
AGZD icon

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

Element Wealth’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
Q1 		– Sell
-304
Closed -$6.83K – 164
2024
Q4 		$6.83K Hold
304
– – ﹤0.01% 255
2024
Q3 		$6.82K Hold
304
– – ﹤0.01% 251
2024
Q2 		$6.78K Buy
+304
New +$6.75K ﹤0.01% 252

Other funds holding AGZD

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Jane Street
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

Element Wealth's AGZD Position: Q1 2025 in Review

Element Wealth sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q1 2025, closing a stake of 304 shares — an estimated $6.83K sold.

Element Wealth first reported a position in AGZD in Q2 2024 and held it in 3 quarters. The position peaked at $6.83K in Q4 2024. 56 funds tracked by Wall St. Rank hold AGZD as of Q1 2025.

  • Element Wealth reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q1 2025 after selling out during the quarter.
  • Element Wealth sold 304 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2025, an estimated $6.83K.
  • Element Wealth first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q2 2024 and held it in 3 quarters.
  • Element Wealth's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $6.83K in Q4 2024.
  • 56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.