Osaic Holdings’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Osaic Holdings’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	$818K	Buy	36,143 +846	+2%	+$19.1K	﹤0.01%	3205
2026 Q1	$797K	Sell	35,297 -1,554	-4%	-$35K	﹤0.01%	2916
2025 Q4	$830K	Sell	36,851 -9,631	-21%	-$217K	﹤0.01%	2874
2025 Q3	$1.04M	Sell	46,482 -7,636	-14%	-$171K	﹤0.01%	2758
2025 Q2	$1.2M	Sell	54,118 -34	-0.1%	-$757	﹤0.01%	2357
2025 Q1	$1.21M	Buy	54,152 +2,794	+5%	+$62.8K	﹤0.01%	2080
2024 Q4	$1.15M	Sell	51,358 -1,559	-3%	-$35K	﹤0.01%	2077
2024 Q3	$1.19M	Sell	52,917 -7,871	-13%	-$175K	﹤0.01%	2109
2024 Q2	$1.36M	Sell	60,788 -35,823	-37%	-$796K	﹤0.01%	1938
2024 Q1	$2.13M	Sell	96,611 -14,900	-13%	-$328K	﹤0.01%	1649
2023 Q4	$2.45M	Sell	111,511 -148,948	-57%	-$3.3M	﹤0.01%	1712
2023 Q3	$5.78M	Buy	260,459 +34,741	+15%	+$771K	0.01%	1225
2023 Q2	$5.01M	Sell	225,718 -13,210	-6%	-$289K	0.01%	1179
2023 Q1	$5.22M	Sell	238,928 -91,194	-28%	-$1.99M	0.01%	1129
2022 Q4	$7.19M	Sell	330,122 -58,376	-15%	-$1.32M	0.01%	891
2022 Q3	$8.86M	Buy	388,498 +42,012	+12%	+$963K	0.02%	717
2022 Q2	$7.9M	Buy	346,486 +272,526	+368%	+$6.28M	0.02%	787
2022 Q1	$1.72M	Buy	73,960 +26,256	+55%	+$610K	﹤0.01%	2070
2021 Q4	$1.11M	Sell	47,704 -834	-2%	-$19.5K	﹤0.01%	2299
2021 Q3	$1.14M	Buy	48,538 +3,678	+8%	+$86.3K	﹤0.01%	2228
2021 Q2	$1.05M	Sell	44,860 -82,270	-65%	-$1.94M	﹤0.01%	2306
2021 Q1	$2.99M	Buy	127,130 +59,006	+87%	+$1.39M	0.01%	1285
2020 Q4	$1.61M	Sell	68,124 -998	-1%	-$23.5K	﹤0.01%	1625
2020 Q3	$1.62M	Buy	69,122 +3,234	+5%	+$76.2K	﹤0.01%	1457
2020 Q2	$1.55M	Sell	65,888 -52,548	-44%	-$1.23M	0.01%	1413
2020 Q1	$2.73M	Buy	+118,436	New	+$2.81M	0.01%	887

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

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

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

Osaic Holdings's AGZD Position: Q2 2026 in Review

Osaic Holdings increased its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 2.4% in Q2 2026, buying an estimated $19.1K and bringing the position to 36,143 shares worth $818K. The position accounts for ﹤0.01% of the portfolio, ranked #3205.

Osaic Holdings first reported a position in AGZD in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.86M in Q3 2022. 46 funds tracked by Wall St. Rank hold AGZD as of Q2 2026.

Osaic Holdings held 36,143 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $818K as of Q2 2026.
Osaic Holdings bought 846 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2026, an estimated $19.1K.
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3205 holding.
Osaic Holdings first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q1 2020 and has held it in 26 quarters since.
Osaic Holdings's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $8.86M in Q3 2022.
46 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.