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Hershey Financial Advisers’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Hershey Financial Advisers’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
2024
Q4 		$4.07M Buy
+181,235
New +$4.07M 3.58% 4

Other funds holding AGZD

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Hershey Financial Advisers's AGZD Position: Q4 2024 in Review

Hershey Financial Advisers opened a new position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q4 2024: 181,235 shares worth $4.07M. The stake represents 3.58% of the portfolio and ranks #4 among its holdings.

58 funds tracked by Wall St. Rank hold AGZD as of Q4 2024.

  • Hershey Financial Advisers held 181,235 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $4.07M as of Q4 2024.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund was a new Hershey Financial Advisers position in Q4 2024.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up 3.58% of Hershey Financial Advisers's portfolio in Q4 2024, its #4 holding.
  • 58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q4 2024.

Based on Hershey Financial Advisers's 13F filing for Q4 2024, filed 11 Feb 2025.