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

Golden State 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 Q1	$3.74K	Hold	166	–	–	﹤0.01%	1263
2025 Q4	$3.73K	Hold	166	–	–	﹤0.01%	1288
2025 Q3	$3.73K	Hold	166	–	–	﹤0.01%	1299
2025 Q2	$3.69K	Hold	166	–	–	﹤0.01%	1279
2025 Q1	$3.71K	Hold	166	–	–	﹤0.01%	1225
2024 Q4	$3.73K	Buy	+166	New	+$3.73K	﹤0.01%	1167
2019 Q4	–	Sell	-522	Closed	-$12K	–	79
2019 Q3	$12K	Hold	522	–	–	﹤0.01%	706
2019 Q2	$12K	Hold	522	–	–	﹤0.01%	708
2019 Q1	$12K	Buy	+522	New	+$12.4K	﹤0.01%	730

Other funds holding AGZD

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

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

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Golden State Wealth Management's AGZD Position: Q1 2026 in Review

Golden State Wealth Management held its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) position steady in Q1 2026 at 166 shares worth $3.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

Golden State Wealth Management first reported a position in AGZD in Q1 2019 and has held it in 9 quarters since. The position peaked at $12K in Q3 2019. 47 funds tracked by Wall St. Rank hold AGZD as of Q1 2026.

Golden State Wealth Management held 166 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $3.74K as of Q1 2026.
Golden State Wealth Management left its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund share count unchanged in Q1 2026.
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #1263 holding.
Golden State Wealth Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q1 2019 and has held it in 9 quarters since.
Golden State Wealth Management's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $12K in Q3 2019.
47 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.