LPL Financial
AGZD icon

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

LPL Financial’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 		$9.16M Buy
406,059
+14,403
+4% +$324K ﹤0.01% 2066
2025
Q4 		$8.81M Buy
391,656
+44,176
+13% +$994K ﹤0.01% 2045
2025
Q3 		$7.82M Sell
347,480
-29,096
-8% -$651K ﹤0.01% 2099
2025
Q2 		$8.37M Sell
376,576
-51,709
-12% -$1.15M ﹤0.01% 1886
2025
Q1 		$9.57M Sell
428,285
-150,467
-26% -$3.38M ﹤0.01% 1643
2024
Q4 		$13M Sell
578,752
-55,310
-9% -$1.24M 0.01% 1354
2024
Q3 		$14.2M Sell
634,062
-78,651
-11% -$1.75M 0.01% 1231
2024
Q2 		$15.9M Buy
712,713
+69,367
+11% +$1.54M 0.01% 1078
2024
Q1 		$14.2M Buy
643,346
+4,882
+0.8% +$107K 0.01% 1109
2023
Q4 		$14M Sell
638,464
-9,701
-1% -$215K 0.01% 1049
2023
Q3 		$14.4M Sell
648,165
-83,123
-11% -$1.84M 0.01% 962
2023
Q2 		$16.2M Sell
731,288
-221,626
-23% -$4.84M 0.01% 882
2023
Q1 		$20.7M Buy
952,914
+197,288
+26% +$4.31M 0.02% 733
2022
Q4 		$16.4M Sell
755,626
-269,406
-26% -$6.08M 0.01% 790
2022
Q3 		$23.4M Sell
1,025,032
-235,830
-19% -$5.41M 0.02% 584
2022
Q2 		$28.7M Buy
1,260,862
+44,310
+4% +$1.02M 0.03% 495
2022
Q1 		$28.2M Buy
1,216,552
+430,198
+55% +$9.99M 0.02% 531
2021
Q4 		$18.4M Buy
786,354
+225,338
+40% +$5.27M 0.02% 715
2021
Q3 		$13.1M Buy
561,016
+288,890
+106% +$6.77M 0.01% 815
2021
Q2 		$6.4M Buy
272,126
+106,462
+64% +$2.5M 0.01% 1179
2021
Q1 		$3.89M Buy
+165,664
New +$3.91M ﹤0.01% 1393
2019
Q1 		– Sell
-38,496
Closed -$910K – 3184
2018
Q4 		$910K Buy
38,496
+19,544
+103% +$466K ﹤0.01% 1602
2018
Q3 		$455K Sell
18,952
-10,722
-36% -$257K ﹤0.01% 2311
2018
Q2 		$709K Sell
29,674
-10,980
-27% -$263K ﹤0.01% 1902
2018
Q1 		$973K Buy
40,654
+6,034
+17% +$145K ﹤0.01% 1621
2017
Q4 		$838K Buy
34,620
+5,622
+19% +$136K ﹤0.01% 1661
2017
Q3 		$696K Sell
28,998
-8,766
-23% -$210K ﹤0.01% 1689
2017
Q2 		$905K Buy
37,764
+15,104
+67% +$362K ﹤0.01% 1435
2017
Q1 		$544K Buy
22,660
+7,194
+47% +$173K ﹤0.01% 1727
2016
Q4 		$373K Buy
15,466
+5,200
+51% +$125K ﹤0.01% 1995
2016
Q3 		$245K Sell
10,266
-474
-4% -$11.3K ﹤0.01% 2273
2016
Q2 		$257K Sell
10,740
-16,196
-60% -$386K ﹤0.01% 2194
2016
Q1 		$641K Sell
26,936
-1,248
-4% -$29.6K ﹤0.01% 1992
2015
Q4 		$678K Buy
28,184
+13,762
+95% +$330K ﹤0.01% 1983
2015
Q3 		$345K Sell
14,422
-479,986
-97% -$11.6M ﹤0.01% 2087
2015
Q2 		$12.1M Sell
494,408
-68,982
-12% -$1.69M 0.06% 273
2015
Q1 		$13.9M Sell
563,390
-107,460
-16% -$2.64M 0.07% 250
2014
Q4 		$16.6M Sell
670,850
-14,386
-2% -$356K 0.09% 206
2014
Q3 		$17M Buy
+685,236
New +$17.1M 0.1% 192

Other funds holding AGZD

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial's AGZD Position: Q1 2026 in Review

LPL Financial increased its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 3.7% in Q1 2026, buying an estimated $324K and bringing the position to 406,059 shares worth $9.16M. The position accounts for ﹤0.01% of the portfolio, ranked #2066.

LPL Financial first reported a position in AGZD in Q3 2014 and has held it in 39 quarters since. The position peaked at $28.7M in Q2 2022. 47 funds tracked by Wall St. Rank hold AGZD as of Q1 2026.

  • LPL Financial held 406,059 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $9.16M as of Q1 2026.
  • LPL Financial bought 14,403 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2026, an estimated $324K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2066 holding.
  • LPL Financial first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q3 2014 and has held it in 39 quarters since.
  • LPL Financial's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $28.7M in Q2 2022.
  • 47 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.