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Sigma Planning Corp’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Sigma Planning Corp’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 		$1.09M Buy
48,172
+442
+0.9% +$10K 0.03% 566
2026
Q1 		$1.08M Sell
47,730
-26,439
-36% -$596K 0.03% 544
2025
Q4 		$1.67M Buy
74,169
+1,184
+2% +$26.6K 0.05% 365
2025
Q3 		$1.64M Sell
72,985
-7,404
-9% -$166K 0.05% 371
2025
Q2 		$1.79M Buy
80,389
+2
+0% +$45 0.05% 329
2025
Q1 		$1.8M Buy
80,387
+14,154
+21% +$318K 0.06% 310
2024
Q4 		$1.49M Sell
66,233
-4,892
-7% -$110K 0.05% 360
2024
Q3 		$1.59M Buy
71,125
+7,960
+13% +$177K 0.05% 357
2024
Q2 		$1.41M Buy
63,165
+5,867
+10% +$130K 0.04% 376
2024
Q1 		$1.27M Buy
57,298
+29,300
+105% +$645K 0.04% 435
2023
Q4 		$614K Sell
27,998
-13,654
-33% -$302K 0.05% 394
2023
Q3 		$923K Sell
41,652
-674
-2% -$15K 0.03% 486
2023
Q2 		$936K Buy
42,326
+1,954
+5% +$42.7K 0.03% 479
2023
Q1 		$879K Sell
40,372
-8,670
-18% -$190K 0.03% 564
2022
Q4 		$1.07M Buy
+49,042
New +$1.11M 0.04% 454
2019
Q1 		– Sell
-15,610
Closed -$369K – 942
2018
Q4 		$369K Sell
15,610
-9,844
-39% -$235K 0.03% 533
2018
Q3 		$611K Sell
25,454
-402
-2% -$9.64K 0.04% 426
2018
Q2 		$617K Sell
25,856
-316
-1% -$7.58K 0.04% 397
2018
Q1 		$626K Buy
26,172
+2,212
+9% +$53.3K 0.05% 378
2017
Q4 		$580K Buy
23,960
+3,044
+15% +$73.4K 0.04% 399
2017
Q3 		$502K Buy
20,916
+10
+0% +$240 0.04% 428
2017
Q2 		$501K Buy
20,906
+10
+0% +$240 0.05% 412
2017
Q1 		$503K Buy
20,896
+6,470
+45% +$156K 0.05% 389
2016
Q4 		$348K Buy
+14,426
New +$346K 0.04% 482

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

Sigma Planning Corp's AGZD Position: Q2 2026 in Review

Sigma Planning Corp increased its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 0.93% in Q2 2026, buying an estimated $10K and bringing the position to 48,172 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #566.

Sigma Planning Corp first reported a position in AGZD in Q4 2016 and has held it in 24 quarters since. The position peaked at $1.8M in Q1 2025. 46 funds tracked by Wall St. Rank hold AGZD as of Q2 2026.

  • Sigma Planning Corp held 48,172 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $1.09M as of Q2 2026.
  • Sigma Planning Corp bought 442 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2026, an estimated $10K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up 0.03% of Sigma Planning Corp's portfolio in Q2 2026, its #566 holding.
  • Sigma Planning Corp first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q4 2016 and has held it in 24 quarters since.
  • Sigma Planning Corp's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $1.8M in Q1 2025.
  • 46 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.