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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
2026
Q2 		$1.11M Buy
+49,216
New +$1.11M 0.02% 711
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

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

Global Retirement Partners's AGZD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q2 2026: 49,216 shares worth $1.11M. The stake represents 0.02% of the portfolio and ranks #711 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AGZD as recently as Q4 2025.

Global Retirement Partners first reported a position in AGZD in Q2 2025 and has held it in 4 quarters since. 45 funds tracked by Wall St. Rank hold AGZD as of Q2 2026.

  • Global Retirement Partners held 49,216 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $1.11M as of Q2 2026.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund was a new Global Retirement Partners position in Q2 2026.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #711 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 4 quarters since.
  • 45 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.