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 Q3	$343K	Sell	15,235 -425	-3%	-$9.6K	0.23%	95
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

Gilpin Wealth Management's AGZD Position: Q3 2026 in Review

Gilpin Wealth Management reduced its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 2.7% in Q3 2026, selling an estimated $9.6K and leaving 15,235 shares worth $343K. The position accounts for 0.23% of the portfolio, ranked #95.

Gilpin Wealth Management first reported a position in AGZD in Q4 2025 and has held it in 4 quarters since. The position peaked at $397K in Q4 2025. 1 fund tracked by Wall St. Rank holds AGZD as of Q3 2026.

Gilpin Wealth Management held 15,235 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $343K as of Q3 2026.
Gilpin Wealth Management sold 425 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q3 2026, an estimated $9.6K.
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up 0.23% of Gilpin Wealth Management's portfolio in Q3 2026, its #95 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 4 quarters since.
Gilpin Wealth Management's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $397K in Q4 2025.
1 fund tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.