Pacific Capital Wealth Advisors’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Pacific Capital Wealth Advisors’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 Q1	–	Sell	-298	Closed	-$6.69K	–	95
2024 Q4	$6.69K	Hold	298	–	–	﹤0.01%	300
2024 Q3	$6.68K	Hold	298	–	–	﹤0.01%	334
2024 Q2	$6.64K	Sell	298 -4,130	-93%	-$91.7K	﹤0.01%	351
2024 Q1	$97.8K	Hold	4,428	–	–	0.02%	98
2023 Q4	$97.1K	Buy	+4,428	New	+$98K	0.02%	99
2023 Q1	–	Sell	-41,644	Closed	-$905K	–	88
2022 Q4	$905K	Sell	41,644 -14,780	-26%	-$334K	0.23%	52
2022 Q3	$1.29M	Hold	56,424	–	–	0.35%	44
2022 Q2	$1.29M	Sell	56,424 -11,410	-17%	-$263K	0.36%	47
2022 Q1	$1.57M	Hold	67,834	–	–	0.45%	46
2021 Q4	$1.58M	Hold	67,834	–	–	0.46%	47
2021 Q3	$1.59M	Sell	67,834 -1,280	-2%	-$30K	0.51%	45
2021 Q2	$1.63M	Hold	69,114	–	–	0.82%	34
2021 Q1	$1.63M	Buy	+69,114	New	+$1.63M	0.9%	33
2020 Q4	–	Sell	-400	Closed	-$9K	–	70
2020 Q3	$9K	Buy	+400	New	+$9.42K	0.01%	174

Other funds holding AGZD

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

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

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

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

MWM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SOS

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

Pacific Capital Wealth Advisors's AGZD Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q1 2025, closing a stake of 298 shares — an estimated $6.69K sold.

Pacific Capital Wealth Advisors first reported a position in AGZD in Q3 2020 and held it in 14 quarters. The position peaked at $1.63M in Q2 2021. 56 funds tracked by Wall St. Rank hold AGZD as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 298 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2025, an estimated $6.69K.
Pacific Capital Wealth Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q3 2020 and held it in 14 quarters.
Pacific Capital Wealth Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $1.63M in Q2 2021.
56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.