Stifel Financial
AGZD icon

Stifel Financial’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Stifel Financial’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 		$1.29M Sell
57,207
-7,453
-12% -$168K ﹤0.01% 2276
2025
Q4 		$1.45M Sell
64,660
-591
-0.9% -$13.3K ﹤0.01% 2174
2025
Q3 		$1.47M Sell
65,251
-4,650
-7% -$104K ﹤0.01% 2135
2025
Q2 		$1.55M Sell
69,901
-135,167
-66% -$3.01M ﹤0.01% 2019
2025
Q1 		$4.58M Buy
205,068
+131,365
+178% +$2.95M ﹤0.01% 1234
2024
Q4 		$1.66M Sell
73,703
-7,130
-9% -$160K ﹤0.01% 1913
2024
Q3 		$1.81M Sell
80,833
-3,135
-4% -$69.8K ﹤0.01% 1838
2024
Q2 		$1.87M Sell
83,968
-4,890
-6% -$109K ﹤0.01% 1767
2024
Q1 		$1.96M Sell
88,858
-17,370
-16% -$382K ﹤0.01% 1734
2023
Q4 		$2.33M Hold
106,228
– – ﹤0.01% 1558
2023
Q3 		$2.35M Sell
106,228
-3,600
-3% -$79.9K ﹤0.01% 1480
2023
Q2 		$2.43M Sell
109,828
-36,434
-25% -$796K ﹤0.01% 1486
2023
Q1 		$3.18M Sell
146,262
-9,012
-6% -$197K ﹤0.01% 1289
2022
Q4 		$3.37M Buy
155,274
+19,982
+15% +$451K 0.01% 1199
2022
Q3 		$3.08M Sell
135,292
-226,468
-63% -$5.19M 0.01% 1197
2022
Q2 		$8.25M Buy
361,760
+299,518
+481% +$6.9M 0.01% 729
2022
Q1 		$1.45M Buy
62,242
+34,712
+126% +$806K ﹤0.01% 1866
2021
Q4 		$643K Sell
27,530
-2,126
-7% -$49.8K ﹤0.01% 2445
2021
Q3 		$695K Buy
+29,656
New +$695K ﹤0.01% 2361

Other funds holding AGZD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CAPTRUST Financial Advisors
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
AI
AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return
SC
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial's AGZD Position: Q1 2026 in Review

Stifel Financial reduced its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 12% in Q1 2026, selling an estimated $168K and leaving 57,207 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #2276.

Stifel Financial first reported a position in AGZD in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.25M in Q2 2022. 47 funds tracked by Wall St. Rank hold AGZD as of Q1 2026.

  • Stifel Financial held 57,207 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $1.29M as of Q1 2026.
  • Stifel Financial sold 7,453 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2026, an estimated $168K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2276 holding.
  • Stifel Financial first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q3 2021 and has held it in 19 quarters since.
  • Stifel Financial's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $8.25M in Q2 2022.
  • 47 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.