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AGZD icon

PFG Investments’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

PFG Investments’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 		$447K Buy
19,815
+95
+0.5% +$2.14K 0.02% 659
2025
Q4 		$443K Buy
19,720
+1,079
+6% +$24.3K 0.02% 618
2025
Q3 		$419K Buy
18,641
+1,726
+10% +$38.6K 0.02% 612
2025
Q2 		$376K Buy
16,915
+4,440
+36% +$98.8K 0.02% 628
2025
Q1 		$279K Sell
12,475
-150
-1% -$3.37K 0.02% 742
2024
Q4 		$284K Buy
12,625
+1,496
+13% +$33.6K 0.02% 737
2024
Q3 		$250K Buy
+11,129
New +$248K 0.02% 799

Other funds holding AGZD

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.82B AUM 16.73% 1-Year Est. Return
AI
AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return
SC
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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return