Investors Research Corp’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Investors Research Corp’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 Q3	–	Sell	-310	Closed	-$6.89K	–	870
2025 Q2	$6.89K	Hold	310	–	–	﹤0.01%	703
2025 Q1	$6.93K	Hold	310	–	–	﹤0.01%	716
2024 Q4	$6.96K	Hold	310	–	–	﹤0.01%	706
2024 Q3	$6.95K	Hold	310	–	–	﹤0.01%	725
2024 Q2	$6.91K	Hold	310	–	–	﹤0.01%	764
2024 Q1	$6.84K	Hold	310	–	–	﹤0.01%	768
2023 Q4	$6.79K	Hold	310	–	–	﹤0.01%	789
2023 Q3	$6.87K	Hold	310	–	–	﹤0.01%	796
2023 Q2	$6.86K	Hold	310	–	–	﹤0.01%	816
2023 Q1	$6.75K	Hold	310	–	–	﹤0.01%	836
2022 Q4	$6.74K	Hold	310	–	–	﹤0.01%	834
2022 Q3	$7K	Buy	+310	New	+$7.11K	﹤0.01%	792

Other funds holding AGZD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Investors Research Corp's AGZD Position: Q3 2025 in Review

Investors Research Corp sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q3 2025, closing a stake of 310 shares — an estimated $6.89K sold.

Investors Research Corp first reported a position in AGZD in Q3 2022 and held it in 12 quarters. The position peaked at $7K in Q3 2022. 47 funds tracked by Wall St. Rank hold AGZD as of Q3 2025.

Investors Research Corp reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q3 2025 after selling out during the quarter.
Investors Research Corp sold 310 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q3 2025, an estimated $6.89K.
Investors Research Corp first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q3 2022 and held it in 12 quarters.
Investors Research Corp's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $7K in Q3 2022.
47 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q3 2025.

Based on Investors Research Corp's 13F filing for Q3 2025, filed 2 Oct 2025.