Larson Financial Group’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Larson Financial Group’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	$5.61K	Buy	248 +2	+0.8%	+$45	﹤0.01%	2717
2026 Q1	$5.54K	Buy	246 +2	+0.8%	+$45	﹤0.01%	2550
2025 Q4	$5.48K	Buy	244 +3	+1%	+$67	﹤0.01%	2420
2025 Q3	$5.42K	Buy	241 +2	+0.8%	+$45	﹤0.01%	2324
2025 Q2	$5.3K	Buy	239 +3	+1%	+$67	﹤0.01%	2055
2025 Q1	$5.28K	Buy	236 +2	+0.9%	+$45	﹤0.01%	1871
2024 Q4	$5.25K	Buy	234 +3	+1%	+$67	﹤0.01%	1652
2024 Q3	$5.18K	Buy	231 +2	+0.9%	+$45	﹤0.01%	1665
2024 Q2	$5.1K	Buy	+229	New	+$5.09K	﹤0.01%	1443

Other funds holding AGZD

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return

Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

AXS Investments Port Chester, New York $353M AUM 34.19% 1-Year Est. Return

Larson Financial Group's AGZD Position: Q2 2026 in Review

Larson Financial Group increased its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 0.81% in Q2 2026, buying an estimated $45 and bringing the position to 248 shares worth $5.61K. The position accounts for ﹤0.01% of the portfolio, ranked #2717.

Larson Financial Group first reported a position in AGZD in Q2 2024 and has held it in 9 quarters since. 46 funds tracked by Wall St. Rank hold AGZD as of Q2 2026.

Larson Financial Group held 248 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $5.61K as of Q2 2026.
Larson Financial Group bought 2 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2026, an estimated $45.
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2717 holding.
Larson Financial Group first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q2 2024 and has held it in 9 quarters since.
46 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2026.

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