Mariner
AGZD icon

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

Mariner’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
2025
Q4 		– Sell
-70,059
Closed -$1.58M – 3533
2025
Q3 		$1.58M Buy
70,059
+3,575
+5% +$80K ﹤0.01% 1582
2025
Q2 		$1.48M Buy
66,484
+1,432
+2% +$31.9K ﹤0.01% 1528
2025
Q1 		$1.45M Buy
65,052
+604
+0.9% +$13.6K ﹤0.01% 1419
2024
Q4 		$1.45M Buy
64,448
+1,720
+3% +$38.6K ﹤0.01% 1399
2024
Q3 		$1.41M Buy
62,728
+1,351
+2% +$30.1K ﹤0.01% 1386
2024
Q2 		$1.37M Buy
61,377
+1,134
+2% +$25.2K ﹤0.01% 1316
2024
Q1 		$1.33M Buy
60,243
+1,052
+2% +$23.1K ﹤0.01% 1323
2023
Q4 		$1.3M Sell
59,191
-35,928
-38% -$796K ﹤0.01% 1267
2023
Q3 		$2.11M Buy
95,119
+3,985
+4% +$88.4K 0.01% 949
2023
Q2 		$2.02M Buy
91,134
+640
+0.7% +$14K 0.01% 976
2023
Q1 		$1.97M Buy
90,494
+37,674
+71% +$824K 0.01% 965
2022
Q4 		$1.15M Buy
52,820
+33,148
+169% +$748K ﹤0.01% 1164
2022
Q3 		$448K Buy
+19,672
New +$451K ﹤0.01% 1479

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 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
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Mariner's AGZD Position: Q4 2025 in Review

Mariner sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q4 2025, closing a stake of 70,059 shares — an estimated $1.58M sold.

Mariner first reported a position in AGZD in Q3 2022 and held it in 13 quarters. The position peaked at $2.11M in Q3 2023. 48 funds tracked by Wall St. Rank hold AGZD as of Q4 2025.

  • Mariner reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q4 2025 after selling out during the quarter.
  • Mariner sold 70,059 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q4 2025, an estimated $1.58M.
  • Mariner first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q3 2022 and held it in 13 quarters.
  • Mariner's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $2.11M in Q3 2023.
  • 48 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q4 2025.

Based on Mariner's 13F filing for Q4 2025, filed 13 Feb 2026.