Gladstone Institutional Advisory’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Gladstone Institutional Advisory’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
2025 Q2	–	Sell	-18,421	Closed	-$412K	–	754
2025 Q1	$412K	Sell	18,421 -30,208	-62%	-$678K	0.02%	513
2024 Q4	$1.09M	Sell	48,629 -34,205	-41%	-$768K	0.05%	320
2024 Q3	$1.86M	Buy	+82,834	New	+$1.84M	0.09%	233

Other funds holding AGZD

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

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

Gladstone Institutional Advisory's AGZD Position: Q2 2025 in Review

Gladstone Institutional Advisory sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q2 2025, closing a stake of 18,421 shares — an estimated $412K sold.

Gladstone Institutional Advisory first reported a position in AGZD in Q3 2024 and held it in 3 quarters. The position peaked at $1.86M in Q3 2024. 49 funds tracked by Wall St. Rank hold AGZD as of Q2 2025.

Gladstone Institutional Advisory reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q2 2025 after selling out during the quarter.
Gladstone Institutional Advisory sold 18,421 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2025, an estimated $412K.
Gladstone Institutional Advisory first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q3 2024 and held it in 3 quarters.
Gladstone Institutional Advisory's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $1.86M in Q3 2024.
49 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.