Royal Bank of Canada
AGZD icon

Royal Bank of Canada’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Royal Bank of Canada’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 		$1.55M Buy
68,542
+1,099
+2% +$24.9K ﹤0.01% 3524
2026
Q1 		$1.52M Sell
67,443
-623
-0.9% -$14K ﹤0.01% 3298
2025
Q4 		$1.53M Buy
68,066
+1,261
+2% +$28.4K ﹤0.01% 3327
2025
Q3 		$1.5M Buy
66,805
+10,340
+18% +$231K ﹤0.01% 3638
2025
Q2 		$1.25M Sell
56,465
-2,118
-4% -$47.1K ﹤0.01% 3699
2025
Q1 		$1.31M Buy
58,583
+12,042
+26% +$270K ﹤0.01% 3263
2024
Q4 		$1.04M Buy
46,541
+11,510
+33% +$258K ﹤0.01% 3507
2024
Q3 		$785K Buy
35,031
+1,018
+3% +$22.7K ﹤0.01% 3735
2024
Q2 		$758K Buy
34,013
+26,818
+373% +$596K ﹤0.01% 3677
2024
Q1 		$159K Sell
7,195
-24,089
-77% -$530K ﹤0.01% 4868
2023
Q4 		$686K Buy
31,284
+21,056
+206% +$466K ﹤0.01% 3984
2023
Q3 		$227K Sell
10,228
-754
-7% -$16.7K ﹤0.01% 4681
2023
Q2 		$243K Sell
10,982
-3,886
-26% -$84.9K ﹤0.01% 4561
2023
Q1 		$323K Buy
14,868
+1,334
+10% +$29.2K ﹤0.01% 4226
2022
Q4 		$293K Sell
13,534
-434,972
-97% -$9.82M ﹤0.01% 4551
2022
Q3 		$10.2M Sell
448,506
-6,650
-1% -$152K ﹤0.01% 1520
2022
Q2 		$10.4M Sell
455,156
-29,620
-6% -$682K ﹤0.01% 1544
2022
Q1 		$11.3M Buy
484,776
+46,810
+11% +$1.09M ﹤0.01% 1640
2021
Q4 		$10.2M Buy
437,966
+434,194
+11,511% +$10.2M ﹤0.01% 1867
2021
Q3 		$88K Buy
3,772
+2,730
+262% +$64K ﹤0.01% 5797
2021
Q2 		$25K Hold
1,042
– – ﹤0.01% 6439
2021
Q1 		$24K Hold
1,042
– – ﹤0.01% 6321
2020
Q4 		$25K Hold
1,042
– – ﹤0.01% 5951
2020
Q3 		$24K Hold
1,042
– – ﹤0.01% 5620
2020
Q2 		$25K Sell
1,042
-390
-27% -$9.11K ﹤0.01% 5490
2020
Q1 		$33K Sell
1,432
-38
-3% -$901 ﹤0.01% 5331
2019
Q4 		$35K Hold
1,470
– – ﹤0.01% 5613
2019
Q3 		$35K Sell
1,470
-60
-4% -$1.43K ﹤0.01% 5259
2019
Q2 		$37K Hold
1,530
– – ﹤0.01% 5426
2019
Q1 		$37K Sell
1,530
-78
-5% -$1.86K ﹤0.01% 5329
2018
Q4 		$38K Hold
1,608
– – ﹤0.01% 5241
2018
Q3 		$39K Sell
1,608
-104
-6% -$2.49K ﹤0.01% 5348
2018
Q2 		$41K Buy
1,712
+294
+21% +$7.05K ﹤0.01% 5237
2018
Q1 		$34K Sell
1,418
-1,314
-48% -$31.7K ﹤0.01% 5230
2017
Q4 		$66K Buy
2,732
+2,518
+1,177% +$60.7K ﹤0.01% 5046
2017
Q3 		$5K Sell
214
-3,988
-95% -$95.7K ﹤0.01% 6413
2017
Q2 		$101K Sell
4,202
-25,500
-86% -$612K ﹤0.01% 4759
2017
Q1 		$715K Sell
29,702
-6,384
-18% -$154K ﹤0.01% 3358
2016
Q4 		$871K Hold
36,086
– – ﹤0.01% 3268
2016
Q3 		$862K Hold
36,086
– – ﹤0.01% 3228
2016
Q2 		$858K Hold
36,086
– – ﹤0.01% 3244
2016
Q1 		$860K Sell
36,086
-2,240
-6% -$53.1K ﹤0.01% 3193
2015
Q4 		$922K Sell
38,326
-2,574
-6% -$61.8K ﹤0.01% 3181
2015
Q3 		$981K Buy
+40,900
New +$990K ﹤0.01% 2875

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

Royal Bank of Canada's AGZD Position: Q2 2026 in Review

Royal Bank of Canada increased its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 1.6% in Q2 2026, buying an estimated $24.9K and bringing the position to 68,542 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #3524.

Royal Bank of Canada first reported a position in AGZD in Q3 2015 and has held it in 44 quarters since. The position peaked at $11.3M in Q1 2022. 46 funds tracked by Wall St. Rank hold AGZD as of Q2 2026.

  • Royal Bank of Canada held 68,542 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $1.55M as of Q2 2026.
  • Royal Bank of Canada bought 1,099 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2026, an estimated $24.9K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up ﹤0.01% of Royal Bank of Canada's portfolio in Q2 2026, its #3524 holding.
  • Royal Bank of Canada first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q3 2015 and has held it in 44 quarters since.
  • Royal Bank of Canada's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $11.3M in Q1 2022.
  • 46 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2026.

Based on Royal Bank of Canada's 13F filing for Q2 2026, filed 14 Aug 2026.