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

Goodman Advisory Group’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 Q3	–	Sell	-2,874	Closed	-$63.9K	–	187
2025 Q2	$63.9K	Buy	2,874 +2,386	+489%	+$53.1K	0.02%	88
2025 Q1	$10.9K	Buy	+488	New	+$11K	﹤0.01%	147
2024 Q4	–	Sell	-488	Closed	-$10.9K	–	57
2024 Q3	$10.9K	Sell	488 -138,404	-100%	-$3.08M	﹤0.01%	155
2024 Q2	$3.1M	Buy	138,892 +66,590	+92%	+$1.48M	0.93%	29
2024 Q1	$1.6M	Buy	72,302 +56,665	+362%	+$1.25M	0.51%	43
2023 Q4	$343K	Sell	15,637 -89,968	-85%	-$1.99M	0.12%	57
2023 Q3	$2.34M	Buy	+105,605	New	+$2.34M	0.87%	29

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

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 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

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Goodman Advisory Group's AGZD Position: Q3 2025 in Review

Goodman Advisory Group sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q3 2025, closing a stake of 2,874 shares — an estimated $63.9K sold.

Goodman Advisory Group first reported a position in AGZD in Q3 2023 and held it in 7 quarters. The position peaked at $3.1M in Q2 2024. 47 funds tracked by Wall St. Rank hold AGZD as of Q3 2025.

Goodman Advisory Group reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q3 2025 after selling out during the quarter.
Goodman Advisory Group sold 2,874 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q3 2025, an estimated $63.9K.
Goodman Advisory Group first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q3 2023 and held it in 7 quarters.
Goodman Advisory Group's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $3.1M in Q2 2024.
47 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q3 2025.

Based on Goodman Advisory Group's 13F filing for Q3 2025, filed 13 Nov 2025.