Rockefeller Capital Management
AGZD icon

Rockefeller Capital Management’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Rockefeller Capital Management’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
-2,024
Closed -$45.6K – 4734
2026
Q1 		$45.6K Buy
+2,024
New +$45.6K ﹤0.01% 3328
2023
Q1 		– Sell
-1,718
Closed -$37K – 2012
2022
Q4 		$37K Buy
+1,718
New +$38.8K ﹤0.01% 2527
2022
Q1 		– Sell
-416
Closed -$9K – 3843
2021
Q4 		$9K Hold
416
– – ﹤0.01% 3004
2021
Q3 		$9K Buy
+416
New +$9.76K ﹤0.01% 2923

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Rockefeller Capital Management's AGZD Position: Q2 2026 in Review

Rockefeller Capital Management sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q2 2026, closing a stake of 2,024 shares — an estimated $45.6K sold.

Rockefeller Capital Management first reported a position in AGZD in Q3 2021 and held it in 4 quarters. The position peaked at $45.6K in Q1 2026. 46 funds tracked by Wall St. Rank hold AGZD as of Q2 2026.

  • Rockefeller Capital Management reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 2,024 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2026, an estimated $45.6K.
  • Rockefeller Capital Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q3 2021 and held it in 4 quarters.
  • Rockefeller Capital Management's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $45.6K 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 Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.