Kestra Advisory Services
AGZD icon

Kestra Advisory Services’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Kestra Advisory Services’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
Q3 		$717K Buy
31,824
+15,062
+90% +$340K ﹤0.01% 2188
2026
Q2 		$379K Buy
16,762
+2,343
+16% +$53K ﹤0.01% 2556
2026
Q1 		$325K Buy
14,419
+6,364
+79% +$143K ﹤0.01% 2559
2025
Q4 		$181K Buy
+8,055
New +$181K ﹤0.01% 2978
2025
Q1 		– Sell
-9,408
Closed -$211K – 2754
2024
Q4 		$211K Buy
+9,408
New +$211K ﹤0.01% 2454
2024
Q1 		– Sell
-28,156
Closed -$617K – 2452
2023
Q4 		$617K Buy
28,156
+5,959
+27% +$132K 0.01% 1399
2023
Q3 		$492K Sell
22,197
-3,235
-13% -$71.8K ﹤0.01% 1375
2023
Q2 		$563K Buy
25,432
+6,752
+36% +$148K 0.01% 1271
2023
Q1 		$407K Buy
+18,680
New +$408K ﹤0.01% 1385
2022
Q4 		– Sell
-166,736
Closed -$3.8M – 2252
2022
Q3 		$3.8M Sell
166,736
-444
-0.3% -$10.2K 0.04% 450
2022
Q2 		$3.81M Sell
167,180
-6,330
-4% -$146K 0.04% 438
2022
Q1 		$4.03M Sell
173,510
-69,124
-28% -$1.6M 0.04% 431
2021
Q4 		$5.66M Buy
242,634
+12,402
+5% +$290K 0.06% 329
2021
Q3 		$5.4M Buy
230,232
+15,854
+7% +$372K 0.05% 357
2021
Q2 		$5.04M Buy
214,378
+79,644
+59% +$1.87M 0.06% 359
2021
Q1 		$3.17M Buy
+134,734
New +$3.18M 0.04% 457

Other funds holding AGZD

McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $262M AUM 94.34% 1-Year Est. Return
Elevation Capital Advisory
Elevation Capital Advisory Bend, Oregon $255M AUM 16.75% 1-Year Est. Return
AXS Investments
AXS Investments Port Chester, New York $1.03B AUM 25.05% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Silver Oak Securities
Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
WBI Investments
WBI Investments Red Bank, New Jersey $384M AUM 34.15% 1-Year Est. Return

Kestra Advisory Services's AGZD Position: Q3 2026 in Review

Kestra Advisory Services increased its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 90% in Q3 2026, buying an estimated $340K and bringing the position to 31,824 shares worth $717K. The position accounts for ﹤0.01% of the portfolio, ranked #2188.

Kestra Advisory Services first reported a position in AGZD in Q1 2021 and has held it in 16 quarters since. The position peaked at $5.66M in Q4 2021. 24 funds tracked by Wall St. Rank hold AGZD as of Q3 2026.

  • Kestra Advisory Services held 31,824 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $717K as of Q3 2026.
  • Kestra Advisory Services bought 15,062 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q3 2026, an estimated $340K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2188 holding.
  • Kestra Advisory Services first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q1 2021 and has held it in 16 quarters since.
  • Kestra Advisory Services's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $5.66M in Q4 2021.
  • 24 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.