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Retirement Planning Group (Kansas)’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Retirement Planning Group (Kansas)’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
Q1 		– Sell
-29,180
Closed -$655K – 297
2024
Q4 		$655K Sell
29,180
-1,894
-6% -$42.5K 0.03% 166
2024
Q3 		$697K Sell
31,074
-1,866
-6% -$41.5K 0.04% 154
2024
Q2 		$735K Buy
+32,940
New +$732K 0.05% 127

Other funds holding AGZD

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Retirement Planning Group (Kansas)'s AGZD Position: Q1 2025 in Review

Retirement Planning Group (Kansas) sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q1 2025, closing a stake of 29,180 shares — an estimated $655K sold.

Retirement Planning Group (Kansas) first reported a position in AGZD in Q2 2024 and held it in 3 quarters. The position peaked at $735K in Q2 2024. 56 funds tracked by Wall St. Rank hold AGZD as of Q1 2025.

  • Retirement Planning Group (Kansas) reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q1 2025 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 29,180 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2025, an estimated $655K.
  • Retirement Planning Group (Kansas) first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q2 2024 and held it in 3 quarters.
  • Retirement Planning Group (Kansas)'s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $735K in Q2 2024.
  • 56 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2025.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2025, filed 10 Apr 2025.