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

Principal 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
2025
Q4 		– Sell
-223
Closed -$5.02K – 1395
2025
Q3 		$5.02K Hold
223
– – ﹤0.01% 2963
2025
Q2 		$4.96K Buy
223
+118
+112% +$2.63K ﹤0.01% 2875
2025
Q1 		$2.36K Hold
105
– – ﹤0.01% 3001
2024
Q4 		$2.36K Buy
+105
New +$2.36K ﹤0.01% 2996
2024
Q1 		– Sell
-216
Closed -$4.74K – 3316
2023
Q4 		$4.74K Buy
+216
New +$4.78K ﹤0.01% 2552

Other funds holding AGZD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 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
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Principal Securities's AGZD Position: Q4 2025 in Review

Principal Securities sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q4 2025, closing a stake of 223 shares — an estimated $5.02K sold.

Principal Securities first reported a position in AGZD in Q4 2023 and held it in 5 quarters. The position peaked at $5.02K in Q3 2025. 48 funds tracked by Wall St. Rank hold AGZD as of Q4 2025.

  • Principal Securities reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 223 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q4 2025, an estimated $5.02K.
  • Principal Securities first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q4 2023 and held it in 5 quarters.
  • Principal Securities's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $5.02K in Q3 2025.
  • 48 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.