Modern Wealth Management’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Modern Wealth Management’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	$2.42M	Sell	106,908 -20,025	-16%	-$453K	0.03%	361
2026 Q1	$2.86M	Sell	126,933 -25,045	-16%	-$564K	0.05%	261
2025 Q4	$3.42M	Sell	151,978 -14,627	-9%	-$329K	0.06%	232
2025 Q3	$3.75M	Sell	166,605 -28,778	-15%	-$644K	0.07%	212
2025 Q2	$4.34M	Sell	195,383 -3,250	-2%	-$72.3K	0.11%	177
2025 Q1	$4.44M	Sell	198,633 -2,690	-1%	-$60.4K	0.14%	137
2024 Q4	$4.52M	Sell	201,323 -827,910	-80%	-$18.6M	0.17%	116
2024 Q3	$23.1M	Buy	1,029,233 +94,283	+10%	+$2.1M	1.41%	14
2024 Q2	$20.8M	Sell	934,950 -137,335	-13%	-$3.05M	1.54%	14
2024 Q1	$23.7M	Buy	1,072,285 +167,696	+19%	+$3.69M	2.2%	10
2023 Q4	$19.8M	Buy	+904,589	New	+$20M	2.5%	10

Other funds holding AGZD

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return

Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

AXS Investments Port Chester, New York $353M AUM 34.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Modern Wealth Management's AGZD Position: Q2 2026 in Review

Modern Wealth Management reduced its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 16% in Q2 2026, selling an estimated $453K and leaving 106,908 shares worth $2.42M. The position accounts for 0.03% of the portfolio, ranked #361.

Modern Wealth Management first reported a position in AGZD in Q4 2023 and has held it in 11 quarters since. The position peaked at $23.7M in Q1 2024. 46 funds tracked by Wall St. Rank hold AGZD as of Q2 2026.

Modern Wealth Management held 106,908 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $2.42M as of Q2 2026.
Modern Wealth Management sold 20,025 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2026, an estimated $453K.
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up 0.03% of Modern Wealth Management's portfolio in Q2 2026, its #361 holding.
Modern Wealth Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q4 2023 and has held it in 11 quarters since.
Modern Wealth Management's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $23.7M in Q1 2024.
46 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.