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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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CAPTRUST Financial Advisors
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
AI
AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Larson Financial Group's AGZD Position: Q1 2026 in Review

Larson Financial Group increased its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 0.82% in Q1 2026, buying an estimated $45 and bringing the position to 246 shares worth $5.54K. The position accounts for ﹤0.01% of the portfolio, ranked #2550.

Larson Financial Group first reported a position in AGZD in Q2 2024 and has held it in 8 quarters since. 47 funds tracked by Wall St. Rank hold AGZD as of Q1 2026.

  • Larson Financial Group held 246 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $5.54K as of Q1 2026.
  • Larson Financial Group bought 2 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 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 Q1 2026, its #2550 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 8 quarters since.
  • 47 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.