Elevation Capital Advisory
AGZD icon

Elevation Capital Advisory’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Elevation Capital Advisory’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
Q3 		$6.96M Buy
+308,938
New +$6.98M 2.73% 14

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Elevation Capital Advisory's AGZD Position: Q3 2026 in Review

Elevation Capital Advisory opened a new position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q3 2026: 308,938 shares worth $6.96M. The stake represents 2.73% of the portfolio and ranks #14 among its holdings.

24 funds tracked by Wall St. Rank hold AGZD as of Q3 2026.

  • Elevation Capital Advisory held 308,938 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $6.96M as of Q3 2026.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund was a new Elevation Capital Advisory position in Q3 2026.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up 2.73% of Elevation Capital Advisory's portfolio in Q3 2026, its #14 holding.
  • 24 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q3 2026.

Based on Elevation Capital Advisory's 13F filing for Q3 2026, filed 29 Oct 2026.