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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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CAPTRUST Financial Advisors
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
AI
AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Horizon Investments's AGZD Position: Q1 2026 in Review

Horizon Investments reduced its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 0.46% in Q1 2026, selling an estimated $90 and leaving 870 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

Horizon Investments first reported a position in AGZD in Q3 2025 and has held it in 3 quarters since. The position peaked at $19.6K in Q4 2025. 47 funds tracked by Wall St. Rank hold AGZD as of Q1 2026.

  • Horizon Investments held 870 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $19.6K as of Q1 2026.
  • Horizon Investments sold 4 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2026, an estimated $90.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #1172 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 3 quarters since.
  • Horizon Investments's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $19.6K in Q4 2025.
  • 47 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.