Morgan Stanley
AGZD icon

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

Morgan Stanley’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 		$23 Hold
1
– – ﹤0.01% 8276
2026
Q1 		$28 Hold
1
– – ﹤0.01% 8114
2025
Q4 		$23 Sell
1
-218
-100% -$4.9K ﹤0.01% 8056
2025
Q3 		$4.93K Buy
219
+1
+0.5% +$22 ﹤0.01% 7091
2025
Q2 		$4.85K Hold
218
– – ﹤0.01% 7041
2025
Q1 		$4.87K Sell
218
-421
-66% -$9.46K ﹤0.01% 7001
2024
Q4 		$14.4K Hold
639
– – ﹤0.01% 6677
2024
Q3 		$14.3K Buy
639
+638
+63,800% +$14.2K ﹤0.01% 6607
2024
Q2 		$27 Buy
+1
New +$22 ﹤0.01% 7695
2024
Q1 		– Sell
-1
Closed -$43 – 7822
2023
Q4 		$43 Buy
+1
New +$22 ﹤0.01% 7505
2023
Q3 		– Sell
-2
Closed -$44 – 7614
2023
Q2 		$44 Hold
2
– – ﹤0.01% 7544
2023
Q1 		$44 Buy
+2
New +$44 ﹤0.01% 7614
2022
Q2 		– Sell
-422
Closed -$10K – 7783
2022
Q1 		$10K Buy
422
+354
+521% +$8.22K ﹤0.01% 7393
2021
Q4 		$2K Buy
+68
New +$1.59K ﹤0.01% 7777
2020
Q3 		– Sell
-1,200
Closed -$28K – 6721
2020
Q2 		$28K Buy
+1,200
New +$28K ﹤0.01% 5896
2015
Q4 		– Sell
-1,048
Closed -$25K – 6651
2015
Q3 		$25K Buy
+1,048
New +$25.4K ﹤0.01% 5972

Other funds holding AGZD

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

Morgan Stanley's AGZD Position: Q2 2026 in Review

Morgan Stanley held its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) position steady in Q2 2026 at 1 share worth $23. The position accounts for ﹤0.01% of the portfolio, ranked #8276.

Morgan Stanley first reported a position in AGZD in Q3 2015 and has held it in 16 quarters since. The position peaked at $28K in Q2 2020. 46 funds tracked by Wall St. Rank hold AGZD as of Q2 2026.

  • Morgan Stanley held 1 share of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $23 as of Q2 2026.
  • Morgan Stanley left its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund share count unchanged in Q2 2026.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #8276 holding.
  • Morgan Stanley first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q3 2015 and has held it in 16 quarters since.
  • Morgan Stanley's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $28K in Q2 2020.
  • 46 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.