HighTower Advisors
AGZD icon

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

HighTower Advisors’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 		$208K Buy
9,211
+50
+0.5% +$1.13K ﹤0.01% 3509
2026
Q1 		$207K Sell
9,161
-697
-7% -$15.7K ﹤0.01% 3456
2025
Q4 		$222K Buy
9,858
+229
+2% +$5.15K ﹤0.01% 3285
2025
Q3 		$217K Buy
9,629
+13
+0.1% +$291 ﹤0.01% 3305
2025
Q2 		$214K Sell
9,616
-3,118
-24% -$69.4K ﹤0.01% 3223
2025
Q1 		$285K Sell
12,734
-175,874
-93% -$3.95M ﹤0.01% 2907
2024
Q4 		$4.24M Sell
188,608
-66,057
-26% -$1.48M 0.01% 1117
2024
Q3 		$5.7M Buy
254,665
+1,487
+0.6% +$33.1K 0.01% 979
2024
Q2 		$5.63M Sell
253,178
-2,491
-1% -$55.3K 0.01% 959
2024
Q1 		$5.64M Sell
255,669
-4,913
-2% -$108K 0.01% 908
2023
Q4 		$5.71M Buy
260,582
+23,288
+10% +$516K 0.01% 909
2023
Q3 		$5.25M Buy
237,294
+2,798
+1% +$62.1K 0.01% 909
2023
Q2 		$5.17M Buy
234,496
+2,248
+1% +$49.1K 0.01% 886
2023
Q1 		$5.05M Buy
232,248
+5,536
+2% +$121K 0.01% 853
2022
Q4 		$4.91M Buy
226,712
+15,936
+8% +$360K 0.01% 867
2022
Q3 		$4.78M Sell
210,776
-5,782
-3% -$133K 0.01% 825
2022
Q2 		$4.93M Sell
216,558
-562
-0.3% -$12.9K 0.01% 825
2022
Q1 		$5.04M Sell
217,120
-1,954
-0.9% -$45.4K 0.01% 884
2021
Q4 		$5.12M Buy
219,074
+5,750
+3% +$135K 0.01% 888
2021
Q3 		$5M Buy
213,324
+11,688
+6% +$274K 0.01% 817
2021
Q2 		$4.74M Buy
+201,636
New +$4.74M 0.01% 817

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

HighTower Advisors's AGZD Position: Q2 2026 in Review

HighTower Advisors increased its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 0.55% in Q2 2026, buying an estimated $1.13K and bringing the position to 9,211 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #3509.

HighTower Advisors first reported a position in AGZD in Q2 2021 and has held it in 21 quarters since. The position peaked at $5.71M in Q4 2023. 46 funds tracked by Wall St. Rank hold AGZD as of Q2 2026.

  • HighTower Advisors held 9,211 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $208K as of Q2 2026.
  • HighTower Advisors bought 50 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2026, an estimated $1.13K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3509 holding.
  • HighTower Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q2 2021 and has held it in 21 quarters since.
  • HighTower Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $5.71M in Q4 2023.
  • 46 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.