JY
AGZD icon

Jeff Yass’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Jeff Yass’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 		$667K Buy
+29,520
New +$668K ﹤0.01% 9221
2025
Q2 		– Sell
-36,206
Closed -$809K – 12570
2025
Q1 		$809K Buy
+36,206
New +$813K ﹤0.01% 7791
2024
Q2 		– Sell
-15,719
Closed -$347K – 11944
2024
Q1 		$347K Sell
15,719
-2,397
-13% -$52.7K ﹤0.01% 9367
2023
Q4 		$397K Buy
18,116
+5,738
+46% +$127K ﹤0.01% 9200
2023
Q3 		$274K Sell
12,378
-27,808
-69% -$617K ﹤0.01% 9551
2023
Q2 		$889K Sell
40,186
-39,990
-50% -$874K ﹤0.01% 6971
2023
Q1 		$1.75M Buy
+80,176
New +$1.75M ﹤0.01% 5443
2022
Q4 		– Sell
-22,378
Closed -$510K – 12290
2022
Q3 		$510K Buy
22,378
+2,968
+15% +$68.1K ﹤0.01% 8433
2022
Q2 		$442K Buy
+19,410
New +$447K ﹤0.01% 8577
2022
Q1 		– Sell
-25,352
Closed -$591K – 12891
2021
Q4 		$591K Buy
+25,352
New +$593K ﹤0.01% 8728
2021
Q2 		– Sell
-86,098
Closed -$2.02M – 12485
2021
Q1 		$2.02M Buy
86,098
+73,564
+587% +$1.74M ﹤0.01% 5885
2020
Q4 		$295K Sell
12,534
-37,748
-75% -$888K ﹤0.01% 9287
2020
Q3 		$1.18M Buy
50,282
+11,596
+30% +$273K ﹤0.01% 5722
2020
Q2 		$910K Buy
+38,686
New +$904K ﹤0.01% 6133
2019
Q4 		– Sell
-28,472
Closed -$682K – 9624
2019
Q3 		$682K Sell
28,472
-68,048
-71% -$1.63M ﹤0.01% 6589
2019
Q2 		$2.3M Buy
+96,520
New +$2.3M ﹤0.01% 3908
2018
Q3 		– Sell
-120,332
Closed -$2.87M – 9117
2018
Q2 		$2.87M Buy
+120,332
New +$2.89M ﹤0.01% 3446
2017
Q2 		– Sell
-60,002
Closed -$1.44M – 9117
2017
Q1 		$1.44M Sell
60,002
-14,706
-20% -$354K ﹤0.01% 4359
2016
Q4 		$1.8M Sell
74,708
-14,478
-16% -$347K ﹤0.01% 4286
2016
Q3 		$2.14M Sell
89,186
-9,282
-9% -$222K ﹤0.01% 3458
2016
Q2 		$2.35M Buy
98,468
+1,366
+1% +$32.6K ﹤0.01% 3307
2016
Q1 		$2.32M Buy
97,102
+32,110
+49% +$762K ﹤0.01% 3490
2015
Q4 		$1.56M Sell
64,992
-35,492
-35% -$852K ﹤0.01% 4544
2015
Q3 		$2.41M Buy
100,484
+71,686
+249% +$1.73M ﹤0.01% 3908
2015
Q2 		$700K Sell
28,798
-7,550
-21% -$185K ﹤0.01% 6950
2015
Q1 		$889K Buy
36,348
+26,620
+274% +$653K ﹤0.01% 5986
2014
Q4 		$239K Buy
+9,728
New +$241K ﹤0.01% 8517

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

Jeff Yass's AGZD Position: Q2 2026 in Review

Jeff Yass opened a new position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q2 2026: 29,520 shares worth $667K. The stake represents ﹤0.01% of the portfolio and ranks #9221 among its holdings. This is a return to the name: Jeff Yass previously reported a position in AGZD as recently as Q1 2025.

Jeff Yass first reported a position in AGZD in Q4 2014 and has held it in 27 quarters since. The position peaked at $2.87M in Q2 2018. 46 funds tracked by Wall St. Rank hold AGZD as of Q2 2026.

  • Jeff Yass held 29,520 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $667K as of Q2 2026.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund was a new Jeff Yass position in Q2 2026.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9221 holding.
  • Jeff Yass first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q4 2014 and has held it in 27 quarters since.
  • Jeff Yass's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $2.87M in Q2 2018.
  • 46 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.