Flow Traders U.S.’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Flow Traders U.S.’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	$257K	Sell	11,389 -8,650	-43%	-$195K	0.01%	856
2025 Q4	$451K	Buy	+20,039	New	+$451K	0.01%	600
2025 Q2	–	Sell	-10,403	Closed	-$233K	–	918
2025 Q1	$233K	Buy	+10,403	New	+$234K	0.01%	785
2023 Q2	–	Sell	-13,230	Closed	-$288K	–	870
2023 Q1	$288K	Buy	+13,230	New	+$289K	0.01%	621
2022 Q4	–	Sell	-12,686	Closed	-$289K	–	842
2022 Q3	$289K	Buy	12,686 +2,582	+26%	+$59.2K	0.02%	642
2022 Q2	$230K	Buy	+10,104	New	+$233K	0.01%	676
2022 Q1	–	Sell	-40,496	Closed	-$945K	–	783
2021 Q4	$945K	Buy	40,496 +3,480	+9%	+$81.4K	0.05%	302
2021 Q3	$867K	Sell	37,016 -10,148	-22%	-$238K	0.03%	534
2021 Q2	$1.11M	Sell	47,164 -91,932	-66%	-$2.16M	0.06%	380
2021 Q1	$3.27M	Buy	139,096 +128,760	+1,246%	+$3.04M	0.18%	112
2020 Q4	$244K	Buy	+10,336	New	+$243K	0.02%	535

Other funds holding AGZD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Flow Traders U.S.'s AGZD Position: Q1 2026 in Review

Flow Traders U.S. reduced its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 43% in Q1 2026, selling an estimated $195K and leaving 11,389 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #856.

Flow Traders U.S. first reported a position in AGZD in Q4 2020 and has held it in 11 quarters since. The position peaked at $3.27M in Q1 2021. 47 funds tracked by Wall St. Rank hold AGZD as of Q1 2026.

Flow Traders U.S. held 11,389 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $257K as of Q1 2026.
Flow Traders U.S. sold 8,650 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2026, an estimated $195K.
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up 0.01% of Flow Traders U.S.'s portfolio in Q1 2026, its #856 holding.
Flow Traders U.S. first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q4 2020 and has held it in 11 quarters since.
Flow Traders U.S.'s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $3.27M in Q1 2021.
47 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2026.

Based on Flow Traders U.S.'s 13F filing for Q1 2026, filed 15 May 2026.