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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
Q2 		$236K Sell
10,423
-1,482
-12% -$33.5K ﹤0.01% 2251
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

ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
TC
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
AI
AXS Investments Port Chester, New York $353M AUM 34.19% 1-Year Est. Return

Private Advisor Group's AGZD Position: Q2 2026 in Review

Private Advisor Group reduced its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 12% in Q2 2026, selling an estimated $33.5K and leaving 10,423 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #2251.

Private Advisor Group first reported a position in AGZD in Q3 2014 and has held it in 24 quarters since. The position peaked at $1.52M in Q4 2014. 46 funds tracked by Wall St. Rank hold AGZD as of Q2 2026.

  • Private Advisor Group held 10,423 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $236K as of Q2 2026.
  • Private Advisor Group sold 1,482 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2026, an estimated $33.5K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #2251 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 24 quarters since.
  • Private Advisor Group's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $1.52M in Q4 2014.
  • 46 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.