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Global Retirement Partners’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Global Retirement Partners’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
Q4 		$1.06M Sell
47,299
-495
-1% -$11.1K 0.02% 642
2025
Q3 		$1.08M Buy
47,794
+4,023
+9% +$90K 0.02% 527
2025
Q2 		$973K Buy
+43,771
New +$974K 0.02% 519

Other funds holding AGZD

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 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
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Global Retirement Partners's AGZD Position: Q4 2025 in Review

Global Retirement Partners reduced its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 1% in Q4 2025, selling an estimated $11.1K and leaving 47,299 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #642.

Global Retirement Partners first reported a position in AGZD in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.08M in Q3 2025. 48 funds tracked by Wall St. Rank hold AGZD as of Q4 2025.

  • Global Retirement Partners held 47,299 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $1.06M as of Q4 2025.
  • Global Retirement Partners sold 495 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q4 2025, an estimated $11.1K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up 0.02% of Global Retirement Partners's portfolio in Q4 2025, its #642 holding.
  • Global Retirement Partners first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q2 2025 and has held it in 3 quarters since.
  • Global Retirement Partners's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $1.08M in Q3 2025.
  • 48 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.