Envestnet Asset Management
AGZD icon

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

Envestnet 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
2026
Q2 		$940K Buy
41,591
+1,951
+5% +$44.1K ﹤0.01% 3657
2026
Q1 		$894K Sell
39,640
-235,991
-86% -$5.32M ﹤0.01% 3531
2025
Q4 		$6.2M Buy
275,631
+252,095
+1,071% +$5.67M ﹤0.01% 2027
2025
Q3 		$530K Sell
23,536
-1,972
-8% -$44.1K ﹤0.01% 3723
2025
Q2 		$567K Sell
25,508
-7,272
-22% -$162K ﹤0.01% 3608
2025
Q1 		$733K Sell
32,780
-229,649
-88% -$5.16M ﹤0.01% 3385
2024
Q4 		$5.89M Buy
262,429
+242,615
+1,224% +$5.45M ﹤0.01% 1994
2024
Q3 		$444K Sell
19,814
-7,919
-29% -$176K ﹤0.01% 3597
2024
Q2 		$618K Buy
27,733
+13,299
+92% +$295K ﹤0.01% 3336
2024
Q1 		$319K Sell
14,434
-149,474
-91% -$3.29M ﹤0.01% 3699
2023
Q4 		$3.59M Sell
163,908
-68,550
-29% -$1.52M ﹤0.01% 2112
2023
Q3 		$5.15M Buy
232,458
+216,628
+1,368% +$4.81M ﹤0.01% 1779
2023
Q2 		$350K Buy
15,830
+2,380
+18% +$52K ﹤0.01% 3406
2023
Q1 		$293K Buy
+13,450
New +$294K ﹤0.01% 3450
2022
Q4 		– Sell
-24,484
Closed -$558K – 3946
2022
Q3 		$558K Sell
24,484
-478
-2% -$11K ﹤0.01% 2949
2022
Q2 		$569K Sell
24,962
-35,700
-59% -$822K ﹤0.01% 2991
2022
Q1 		$1.41M Buy
60,662
+46,086
+316% +$1.07M ﹤0.01% 2411
2021
Q4 		$340K Buy
14,576
+130
+0.9% +$3.04K ﹤0.01% 3330
2021
Q3 		$339K Buy
14,446
+1,478
+11% +$34.7K ﹤0.01% 3217
2021
Q2 		$305K Sell
12,968
-7,992
-38% -$188K ﹤0.01% 3267
2021
Q1 		$493K Buy
+20,960
New +$495K ﹤0.01% 2853
2015
Q3 		– Sell
-53,098
Closed -$1.29M – 3037
2015
Q2 		$1.29M Buy
+53,098
New +$1.3M 0.01% 1277
2014
Q4 		– Sell
-20,744
Closed -$517K – 2485
2014
Q3 		$517K Buy
+20,744
New +$517K 0.01% 777

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

Envestnet Asset Management's AGZD Position: Q2 2026 in Review

Envestnet Asset Management increased its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 4.9% in Q2 2026, buying an estimated $44.1K and bringing the position to 41,591 shares worth $940K. The position accounts for ﹤0.01% of the portfolio, ranked #3657.

Envestnet Asset Management first reported a position in AGZD in Q3 2014 and has held it in 23 quarters since. The position peaked at $6.2M in Q4 2025. 46 funds tracked by Wall St. Rank hold AGZD as of Q2 2026.

  • Envestnet Asset Management held 41,591 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $940K as of Q2 2026.
  • Envestnet Asset Management bought 1,951 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2026, an estimated $44.1K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3657 holding.
  • Envestnet Asset Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q3 2014 and has held it in 23 quarters since.
  • Envestnet Asset Management's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $6.2M in Q4 2025.
  • 46 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.