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Independent Advisor Alliance’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Independent Advisor Alliance’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
2025
Q1 		– Sell
-9,592
Closed -$215K – 816
2024
Q4 		$215K Buy
+9,592
New +$215K ﹤0.01% 1266

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
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Independent Advisor Alliance's AGZD Position: Q1 2025 in Review

Independent Advisor Alliance sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q1 2025, closing a stake of 9,592 shares — an estimated $215K sold.

Independent Advisor Alliance first reported a position in AGZD in Q4 2024 and held it in 1 quarter. The position peaked at $215K in Q4 2024. 56 funds tracked by Wall St. Rank hold AGZD as of Q1 2025.

  • Independent Advisor Alliance reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 9,592 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2025, an estimated $215K.
  • Independent Advisor Alliance first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q4 2024 and held it in 1 quarter.
  • Independent Advisor Alliance's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $215K in Q4 2024.
  • 56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.