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Front Row Advisors’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Front Row Advisors’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 		$26.2K Hold
1,160
– – 0.01% 292
2025
Q4 		$26.1K Hold
1,160
– – 0.01% 289
2025
Q3 		$26.1K Sell
1,160
-280
-19% -$6.26K 0.01% 277
2025
Q2 		$32K Sell
1,440
-560
-28% -$12.5K 0.01% 244
2025
Q1 		$44.7K Hold
2,000
– – 0.02% 226
2024
Q4 		$44.9K Hold
2,000
– – 0.02% 232
2024
Q3 		$44.8K Hold
2,000
– – 0.02% 229
2024
Q2 		$44.6K Sell
2,000
-350
-15% -$7.78K 0.02% 281
2024
Q1 		$51.9K Hold
2,350
– – 0.02% 253
2023
Q4 		$51.5K Sell
2,350
-92
-4% -$2.04K 0.02% 183
2023
Q3 		$54.1K Sell
2,442
-632
-21% -$14K 0.02% 236
2023
Q2 		$68K Hold
3,074
– – 0.03% 210
2023
Q1 		$67K Buy
3,074
+600
+24% +$13.1K 0.03% 214
2022
Q4 		$54K Sell
2,474
-600
-20% -$13.5K 0.03% 234
2022
Q3 		$70K Sell
3,074
-20
-0.6% -$459 0.04% 205
2022
Q2 		$71K Sell
3,094
-306
-9% -$7.05K 0.03% 209
2022
Q1 		$79K Hold
3,400
– – 0.03% 213
2021
Q4 		$79K Buy
3,400
+1,400
+70% +$32.8K 0.03% 220
2021
Q3 		$47K Buy
+2,000
New +$46.9K 0.02% 273

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

Front Row Advisors's AGZD Position: Q1 2026 in Review

Front Row Advisors held its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) position steady in Q1 2026 at 1,160 shares worth $26.2K. The position accounts for 0.01% of the portfolio, ranked #292.

Front Row Advisors first reported a position in AGZD in Q3 2021 and has held it in 19 quarters since. The position peaked at $79K in Q1 2022. 47 funds tracked by Wall St. Rank hold AGZD as of Q1 2026.

  • Front Row Advisors held 1,160 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $26.2K as of Q1 2026.
  • Front Row Advisors left its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund share count unchanged in Q1 2026.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up 0.01% of Front Row Advisors's portfolio in Q1 2026, its #292 holding.
  • Front Row Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q3 2021 and has held it in 19 quarters since.
  • Front Row Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $79K in Q1 2022.
  • 47 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2026.

Based on Front Row Advisors's 13F filing for Q1 2026, filed 19 May 2026.