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GreatBanc Trust’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

GreatBanc Trust’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 		$730K Buy
32,300
+4,000
+14% +$90.5K 0.45% 24
2026
Q1 		$638K Buy
+28,300
New +$638K 0.45% 25
2025
Q4 		– Sell
-13,800
Closed -$311K – 73
2025
Q3 		$311K Buy
+13,800
New +$309K 0.21% 56

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

GreatBanc Trust's AGZD Position: Q2 2026 in Review

GreatBanc Trust increased its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 14% in Q2 2026, buying an estimated $90.5K and bringing the position to 32,300 shares worth $730K. The position accounts for 0.45% of the portfolio, ranked #24.

GreatBanc Trust first reported a position in AGZD in Q3 2025 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold AGZD as of Q2 2026.

  • GreatBanc Trust held 32,300 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $730K as of Q2 2026.
  • GreatBanc Trust bought 4,000 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2026, an estimated $90.5K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up 0.45% of GreatBanc Trust's portfolio in Q2 2026, its #24 holding.
  • GreatBanc Trust first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q3 2025 and has held it in 3 quarters since.
  • 46 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2026.

Based on GreatBanc Trust's 13F filing for Q2 2026, filed 30 Jul 2026.