EH
AGZD icon

Equitable Holdings’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Equitable Holdings’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 		$443K Sell
19,574
-7,612
-28% -$172K ﹤0.01% 1372
2026
Q1 		$611K Sell
27,186
-1,339
-5% -$30.2K ﹤0.01% 1169
2025
Q4 		$641K Buy
28,525
+2,723
+11% +$61.2K ﹤0.01% 1028
2025
Q3 		$581K Buy
25,802
+4,082
+19% +$91.3K ﹤0.01% 1024
2025
Q2 		$483K Sell
21,720
-1,637
-7% -$36.4K ﹤0.01% 1018
2025
Q1 		$522K Buy
+23,357
New +$525K 0.01% 904

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

Equitable Holdings's AGZD Position: Q2 2026 in Review

Equitable Holdings reduced its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 28% in Q2 2026, selling an estimated $172K and leaving 19,574 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

Equitable Holdings first reported a position in AGZD in Q1 2025 and has held it in 6 quarters since. The position peaked at $641K in Q4 2025. 46 funds tracked by Wall St. Rank hold AGZD as of Q2 2026.

  • Equitable Holdings held 19,574 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $443K as of Q2 2026.
  • Equitable Holdings sold 7,612 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2026, an estimated $172K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1372 holding.
  • Equitable Holdings first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q1 2025 and has held it in 6 quarters since.
  • Equitable Holdings's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $641K 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 Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.