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

McAdam LLC’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 		$14.5M Buy
642,605
+342,001
+114% +$7.74M 0.56% 21
2026
Q1 		$6.78M Buy
300,604
+16,167
+6% +$364K 0.31% 38
2025
Q4 		$6.4M Buy
284,437
+40,068
+16% +$901K 0.29% 42
2025
Q3 		$5.5M Buy
244,369
+28,056
+13% +$628K 0.27% 48
2025
Q2 		$4.81M Buy
216,313
+13,147
+6% +$293K 0.26% 51
2025
Q1 		$4.54M Sell
203,166
-208
-0.1% -$4.67K 0.28% 48
2024
Q4 		$4.57M Buy
203,374
+7,202
+4% +$162K 0.25% 59
2024
Q3 		$4.4M Sell
196,172
-32,371
-14% -$721K 0.25% 59
2024
Q2 		$5.1M Buy
228,543
+21,831
+11% +$485K 0.31% 50
2024
Q1 		$4.56M Buy
206,712
+28,047
+16% +$617K 0.29% 50
2023
Q4 		$3.92M Buy
178,665
+8,892
+5% +$197K 0.28% 52
2023
Q3 		$3.76M Buy
169,773
+13,391
+9% +$297K 0.31% 51
2023
Q2 		$3.46M Buy
156,382
+44,232
+39% +$967K 0.29% 50
2023
Q1 		$2.44M Buy
112,150
+9,484
+9% +$207K 0.22% 67
2022
Q4 		$2.4M Sell
102,666
-13,318
-11% -$301K 0.24% 54
2022
Q3 		$2.64M Buy
115,984
+3,962
+4% +$90.8K 0.29% 60
2022
Q2 		$2.55M Sell
112,022
-2,526
-2% -$58.2K 0.27% 60
2022
Q1 		$2.66M Buy
114,548
+11,882
+12% +$276K 0.25% 56
2021
Q4 		$2.4M Buy
102,666
+14,782
+17% +$346K 0.24% 54
2021
Q3 		$2.06M Buy
87,884
+8,690
+11% +$204K 0.23% 55
2021
Q2 		$1.86M Buy
79,194
+28,406
+56% +$668K 0.21% 59
2021
Q1 		$1.19M Buy
50,788
+18,250
+56% +$431K 0.17% 60
2020
Q4 		$768K Buy
+32,538
New +$765K 0.12% 72

Other funds holding AGZD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
TC
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
AI
AXS Investments Port Chester, New York $353M AUM 34.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

McAdam LLC's AGZD Position: Q2 2026 in Review

McAdam LLC increased its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 114% in Q2 2026, buying an estimated $7.74M and bringing the position to 642,605 shares worth $14.5M. The position accounts for 0.56% of the portfolio, ranked #21.

McAdam LLC first reported a position in AGZD in Q4 2020 and has held it in 23 quarters since. 46 funds tracked by Wall St. Rank hold AGZD as of Q2 2026.

  • McAdam LLC held 642,605 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $14.5M as of Q2 2026.
  • McAdam LLC bought 342,001 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2026, an estimated $7.74M.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up 0.56% of McAdam LLC's portfolio in Q2 2026, its #21 holding.
  • McAdam LLC first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q4 2020 and has held it in 23 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 McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.