Private Advisor Group’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Private Advisor Group’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	$268K	Sell	11,905 -2,710	-19%	-$61.1K	﹤0.01%	2266
2025 Q4	$329K	Sell	14,615 -985	-6%	-$22.2K	﹤0.01%	2095
2025 Q3	$351K	Sell	15,600 -223	-1%	-$4.99K	﹤0.01%	1979
2025 Q2	$352K	Sell	15,823 -3,356	-17%	-$74.7K	﹤0.01%	1889
2025 Q1	$429K	Sell	19,179 -3,821	-17%	-$85.8K	﹤0.01%	1685
2024 Q4	$517K	Sell	23,000 -4,925	-18%	-$111K	﹤0.01%	1552
2024 Q3	$626K	Sell	27,925 -24,820	-47%	-$552K	﹤0.01%	1493
2024 Q2	$1.18M	Sell	52,745 -258	-0.5%	-$5.73K	0.01%	1107
2024 Q1	$1.17M	Buy	53,003 +8,445	+19%	+$186K	0.01%	1091
2023 Q4	$977K	Sell	44,558 -3,712	-8%	-$82.2K	0.01%	1126
2023 Q3	$1.07M	Buy	48,270 +114	+0.2%	+$2.53K	0.01%	1008
2023 Q2	$1.07M	Sell	48,156 -3,582	-7%	-$78.3K	0.01%	1021
2023 Q1	$1.13M	Sell	51,738 -10,560	-17%	-$231K	0.01%	935
2022 Q4	$1.35K	Buy	62,298 +8,526	+16%	+$192K	﹤0.01%	1179
2022 Q3	$1.23M	Buy	53,772 +6,706	+14%	+$154K	0.01%	828
2022 Q2	$1.07M	Buy	47,066 +27,008	+135%	+$622K	0.01%	1025
2022 Q1	$466K	Buy	20,058 +544	+3%	+$12.6K	﹤0.01%	1461
2021 Q4	$455K	Buy	+19,514	New	+$457K	﹤0.01%	1485
2020 Q3	–	Sell	-454	Closed	-$11K	–	1598
2020 Q2	$11K	Buy	+454	New	+$10.6K	﹤0.01%	2872
2015 Q3	–	Sell	-23,856	Closed	-$580K	–	1041
2015 Q2	$580K	Sell	23,856 -2,912	-11%	-$71.2K	0.03%	542
2015 Q1	$657K	Sell	26,768 -34,982	-57%	-$858K	0.04%	471
2014 Q4	$1.52M	Buy	61,750 +7,156	+13%	+$177K	0.1%	254
2014 Q3	$1.36M	Buy	+54,594	New	+$1.36M	0.09%	244

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

Private Advisor Group's AGZD Position: Q1 2026 in Review

Private Advisor Group reduced its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 19% in Q1 2026, selling an estimated $61.1K and leaving 11,905 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #2266.

Private Advisor Group first reported a position in AGZD in Q3 2014 and has held it in 23 quarters since. The position peaked at $1.52M in Q4 2014. 47 funds tracked by Wall St. Rank hold AGZD as of Q1 2026.

Private Advisor Group held 11,905 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $268K as of Q1 2026.
Private Advisor Group sold 2,710 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2026, an estimated $61.1K.
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #2266 holding.
Private Advisor Group first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q3 2014 and has held it in 23 quarters since.
Private Advisor Group's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $1.52M in Q4 2014.
47 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.