National Bank of Canada’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

National Bank of Canada’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 Q1	$20.9K	Hold	928	–	–	﹤0.01%	2165
2025 Q4	$20.8K	Hold	928	–	–	﹤0.01%	2146
2025 Q3	$20.8K	Hold	928	–	–	﹤0.01%	2146
2025 Q2	$20.6K	Hold	928	–	–	﹤0.01%	2167
2025 Q1	$20.6K	Hold	928	–	–	﹤0.01%	2084
2024 Q4	$20.8K	Buy	928 +63	+7%	+$1.41K	﹤0.01%	2166
2024 Q3	$19.4K	Hold	865	–	–	﹤0.01%	1952
2024 Q2	$19.2K	Hold	865	–	–	﹤0.01%	1978
2024 Q1	$19.2K	Hold	865	–	–	﹤0.01%	2038
2023 Q4	$18.9K	Hold	865	–	–	﹤0.01%	2031
2023 Q3	$19.2K	Sell	865 -3	-0.3%	-$67	﹤0.01%	2056
2023 Q2	$19.2K	Buy	+868	New	+$19K	﹤0.01%	2021

Other funds holding AGZD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return

Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

National Bank of Canada's AGZD Position: Q1 2026 in Review

National Bank of Canada held its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) position steady in Q1 2026 at 928 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2165.

National Bank of Canada first reported a position in AGZD in Q2 2023 and has held it in 12 quarters since. 47 funds tracked by Wall St. Rank hold AGZD as of Q1 2026.

National Bank of Canada held 928 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $20.9K as of Q1 2026.
National Bank of Canada left its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund share count unchanged in Q1 2026.
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up ﹤0.01% of National Bank of Canada's portfolio in Q1 2026, its #2165 holding.
National Bank of Canada first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q2 2023 and has held it in 12 quarters since.
47 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.