Park Avenue Securities’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Park Avenue Securities’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	–	Sell	-11,927	Closed	-$268K	–	1520
2025 Q4	$268K	Buy	+11,927	New	+$268K	﹤0.01%	1356
2025 Q1	–	Sell	-40,776	Closed	-$916K	–	1165
2024 Q4	$916K	Buy	+40,776	New	+$915K	0.01%	808
2024 Q1	–	Sell	-14,207	Closed	-$311K	–	1360
2023 Q4	$311K	Buy	+14,207	New	+$315K	﹤0.01%	1112

Other funds holding AGZD

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

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 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

Park Avenue Securities's AGZD Position: Q1 2026 in Review

Park Avenue Securities sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q1 2026, closing a stake of 11,927 shares — an estimated $268K sold.

Park Avenue Securities first reported a position in AGZD in Q4 2023 and held it in 3 quarters. The position peaked at $916K in Q4 2024. 47 funds tracked by Wall St. Rank hold AGZD as of Q1 2026.

Park Avenue Securities reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q1 2026 after selling out during the quarter.
Park Avenue Securities sold 11,927 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2026, an estimated $268K.
Park Avenue Securities first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q4 2023 and held it in 3 quarters.
Park Avenue Securities's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $916K in Q4 2024.
47 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2026.

Based on Park Avenue Securities's 13F filing for Q1 2026, filed 7 Apr 2026.