MML Investors Services
AGZD icon

MML Investors Services’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

MML Investors Services’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
-12,944
Closed -$289K – 2804
2025
Q1 		$289K Sell
12,944
-635
-5% -$14.3K ﹤0.01% 2333
2024
Q4 		$305K Buy
+13,579
New +$305K ﹤0.01% 2250
2024
Q3 		– Sell
-16,629
Closed -$371K – 2570
2024
Q2 		$371K Sell
16,629
-5,151
-24% -$114K ﹤0.01% 1963
2024
Q1 		$481K Sell
21,780
-54,878
-72% -$1.21M ﹤0.01% 1805
2023
Q4 		$1.68M Buy
76,658
+12,973
+20% +$287K 0.01% 1092
2023
Q3 		$1.41M Buy
63,685
+2,233
+4% +$49.5K 0.01% 1052
2023
Q2 		$1.36M Buy
61,452
+7,330
+14% +$160K 0.01% 1080
2023
Q1 		$1.18M Buy
54,122
+4,710
+10% +$103K 0.01% 990
2022
Q4 		$1.07M Buy
49,412
+18,960
+62% +$428K 0.01% 1104
2022
Q3 		$694K Buy
+30,452
New +$698K 0.01% 1253

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

MML Investors Services's AGZD Position: Q2 2025 in Review

MML Investors Services sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q2 2025, closing a stake of 12,944 shares — an estimated $289K sold.

MML Investors Services first reported a position in AGZD in Q3 2022 and held it in 10 quarters. The position peaked at $1.68M in Q4 2023. 49 funds tracked by Wall St. Rank hold AGZD as of Q2 2025.

  • MML Investors Services reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q2 2025 after selling out during the quarter.
  • MML Investors Services sold 12,944 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2025, an estimated $289K.
  • MML Investors Services first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q3 2022 and held it in 10 quarters.
  • MML Investors Services's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $1.68M in Q4 2023.
  • 49 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2025.

Based on MML Investors Services's 13F filing for Q2 2025, filed 14 Aug 2025.