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 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

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

Rockefeller Capital Management's AGZD Position: Q1 2026 in Review

Rockefeller Capital Management opened a new position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q1 2026: 2,024 shares worth $45.6K. The stake represents ﹤0.01% of the portfolio and ranks #3328 among its holdings. This is a return to the name: Rockefeller Capital Management previously reported a position in AGZD as recently as Q4 2022.

Rockefeller Capital Management first reported a position in AGZD in Q3 2021 and has held it in 4 quarters since. 47 funds tracked by Wall St. Rank hold AGZD as of Q1 2026.

Rockefeller Capital Management held 2,024 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $45.6K as of Q1 2026.
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund was a new Rockefeller Capital Management position in Q1 2026.
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3328 holding.
Rockefeller Capital Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q3 2021 and has held it in 4 quarters since.
47 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.