Fidelity Investments
AGZD icon

Fidelity Investments’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Fidelity Investments’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 		$23 Sell
1
-14
-93% -$315 ﹤0.01% 5351
2025
Q4 		$337 Buy
15
+14
+1,400% +$315 ﹤0.01% 5178
2025
Q3 		$23 Hold
1
– – ﹤0.01% 5309
2025
Q2 		$22 Buy
+1
New +$22 ﹤0.01% 5262
2025
Q1 		– Sell
-9
Closed -$202 – 5288
2024
Q4 		$202 Buy
+9
New +$202 ﹤0.01% 5055
2024
Q3 		– Sell
-1
Closed -$22 – 5478
2024
Q2 		$22 Hold
1
– – ﹤0.01% 5177
2024
Q1 		$22 Sell
1
-1
-50% -$22 ﹤0.01% 5172
2023
Q4 		$44 Sell
2
-109
-98% -$2.41K ﹤0.01% 5044
2023
Q3 		$2.46K Buy
111
+109
+5,450% +$2.42K ﹤0.01% 4490
2023
Q2 		$44 Hold
2
– – ﹤0.01% 5036
2023
Q1 		$44 Sell
2
-8
-80% -$175 ﹤0.01% 4992
2022
Q4 		$217 Buy
+10
New +$226 ﹤0.01% 4815
2022
Q3 		– Sell
-2
Closed – – 4807
2022
Q2 		$0 Buy
+2
New +$46 ﹤0.01% 4874
2022
Q1 		– Sell
-2
Closed – – 4911
2021
Q4 		$0 Hold
2
– – ﹤0.01% 4278
2021
Q3 		$0 Hold
2
– – ﹤0.01% 4275
2021
Q2 		$0 Buy
+2
New +$47 ﹤0.01% 4182
2020
Q4 		– Sell
-450
Closed -$11K – 3789
2020
Q3 		$11K Buy
+450
New +$10.6K ﹤0.01% 3167
2019
Q1 		– Sell
-2
Closed – – 3574
2018
Q4 		$0 Buy
+2
New +$48 ﹤0.01% 3495

Other funds holding AGZD

LPL Financial
LPL Financial San Diego, California $377B 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 $2.58B AUM 22.97% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B 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 $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments's AGZD Position: Q1 2026 in Review

Fidelity Investments reduced its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 93% in Q1 2026, selling an estimated $315 and leaving 1 share worth $23. The position accounts for ﹤0.01% of the portfolio, ranked #5351.

Fidelity Investments first reported a position in AGZD in Q4 2018 and has held it in 18 quarters since. The position peaked at $11K in Q3 2020. 47 funds tracked by Wall St. Rank hold AGZD as of Q1 2026.

  • Fidelity Investments held 1 share of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $23 as of Q1 2026.
  • Fidelity Investments sold 14 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2026, an estimated $315.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #5351 holding.
  • Fidelity Investments first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q4 2018 and has held it in 18 quarters since.
  • Fidelity Investments's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $11K in Q3 2020.
  • 47 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.