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 Q2	–	Sell	-19,815	Closed	-$447K	–	1299
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

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

PFG Investments's AGZD Position: Q2 2026 in Review

PFG Investments sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q2 2026, closing a stake of 19,815 shares — an estimated $447K sold.

PFG Investments first reported a position in AGZD in Q3 2024 and held it in 7 quarters. The position peaked at $447K in Q1 2026. 46 funds tracked by Wall St. Rank hold AGZD as of Q2 2026.

PFG Investments reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
PFG Investments sold 19,815 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2026, an estimated $447K.
PFG Investments first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q3 2024 and held it in 7 quarters.
PFG Investments's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $447K in Q1 2026.
46 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.