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
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

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.82B AUM 16.73% 1-Year Est. Return
AI
AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return