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Gilpin Wealth Management’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Gilpin Wealth Management’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 		$354K Sell
15,660
-800
-5% -$18.1K 0.24% 98
2026
Q1 		$371K Sell
16,460
-1,200
-7% -$27K 0.29% 79
2025
Q4 		$397K Buy
+17,660
New +$397K 0.31% 79

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

Gilpin Wealth Management's AGZD Position: Q2 2026 in Review

Gilpin Wealth Management reduced its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 4.9% in Q2 2026, selling an estimated $18.1K and leaving 15,660 shares worth $354K. The position accounts for 0.24% of the portfolio, ranked #98.

Gilpin Wealth Management first reported a position in AGZD in Q4 2025 and has held it in 3 quarters since. The position peaked at $397K in Q4 2025. 46 funds tracked by Wall St. Rank hold AGZD as of Q2 2026.

  • Gilpin Wealth Management held 15,660 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $354K as of Q2 2026.
  • Gilpin Wealth Management sold 800 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2026, an estimated $18.1K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up 0.24% of Gilpin Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Gilpin Wealth Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q4 2025 and has held it in 3 quarters since.
  • Gilpin Wealth Management's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $397K 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 Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.