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

Horizon Investments’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 		$9.8K Sell
435
-435
-50% -$9.84K ﹤0.01% 1208
2026
Q1 		$19.6K Sell
870
-4
-0.5% -$90 ﹤0.01% 1172
2025
Q4 		$19.6K Buy
874
+211
+32% +$4.75K ﹤0.01% 1151
2025
Q3 		$14.9K Buy
+663
New +$14.8K ﹤0.01% 1029

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

Horizon Investments's AGZD Position: Q2 2026 in Review

Horizon Investments reduced its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 50% in Q2 2026, selling an estimated $9.84K and leaving 435 shares worth $9.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

Horizon Investments first reported a position in AGZD in Q3 2025 and has held it in 4 quarters since. The position peaked at $19.6K in Q4 2025. 46 funds tracked by Wall St. Rank hold AGZD as of Q2 2026.

  • Horizon Investments held 435 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $9.8K as of Q2 2026.
  • Horizon Investments sold 435 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2026, an estimated $9.84K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1208 holding.
  • Horizon Investments first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q3 2025 and has held it in 4 quarters since.
  • Horizon Investments's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $19.6K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.