Northwestern Mutual Wealth Management
AGZD icon

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

Northwestern Mutual 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
2025
Q2 		– Sell
-17
Closed -$380 – 3660
2025
Q1 		$380 Buy
+17
New +$382 ﹤0.01% 3398

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SOS
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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

Northwestern Mutual Wealth Management's AGZD Position: Q2 2025 in Review

Northwestern Mutual Wealth Management sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q2 2025, closing a stake of 17 shares — an estimated $380 sold.

Northwestern Mutual Wealth Management first reported a position in AGZD in Q1 2025 and held it in 1 quarter. The position peaked at $380 in Q1 2025. 49 funds tracked by Wall St. Rank hold AGZD as of Q2 2025.

  • Northwestern Mutual Wealth Management reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q2 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 17 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2025, an estimated $380.
  • Northwestern Mutual Wealth Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q1 2025 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $380 in Q1 2025.
  • 49 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.