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Marshall & Sterling Wealth Advisors’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Marshall & Sterling Wealth Advisors’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
Q2 		– Sell
-116
Closed -$2.6K – 631
2025
Q1 		$2.6K Hold
116
– – ﹤0.01% 523
2024
Q4 		$2.58K Buy
+116
New +$2.6K ﹤0.01% 296

Other funds holding AGZD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
AI
AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's AGZD Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q2 2025, closing a stake of 116 shares — an estimated $2.6K sold.

Marshall & Sterling Wealth Advisors first reported a position in AGZD in Q4 2024 and held it in 2 quarters. The position peaked at $2.6K in Q1 2025. 49 funds tracked by Wall St. Rank hold AGZD as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 116 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2025, an estimated $2.6K.
  • Marshall & Sterling Wealth Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q4 2024 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $2.6K in Q1 2025.
  • 49 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.