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AGZD icon

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

Sykon Capital’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 		$7.22M Buy
319,250
+217,170
+213% +$4.91M 2.22% 16
2026
Q1 		$2.3M Sell
102,080
-4,572
-4% -$103K 0.77% 23
2025
Q4 		$2.4M Buy
106,652
+56,200
+111% +$1.26M 0.77% 43
2025
Q3 		$1.14M Sell
50,452
-31,653
-39% -$708K 0.38% 59
2025
Q2 		$1.83M Sell
82,105
-21,463
-21% -$478K 0.67% 45
2025
Q1 		$2.31M Sell
103,568
-68,848
-40% -$1.55M 0.88% 28
2024
Q4 		$3.87M Buy
172,416
+94,483
+121% +$2.12M 1.33% 21
2024
Q3 		$1.75M Sell
77,933
-85,438
-52% -$1.9M 0.62% 54
2024
Q2 		$3.64M Buy
163,371
+82,340
+102% +$1.83M 1.37% 22
2024
Q1 		$1.79M Sell
81,031
-80,563
-50% -$1.77M 0.65% 58
2023
Q4 		$3.54M Buy
161,594
+38,621
+31% +$855K 1.41% 29
2023
Q3 		$2.73M Buy
122,973
+82,891
+207% +$1.84M 1.17% 22
2023
Q2 		$887K Buy
+40,082
New +$876K 0.61% 27

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sykon Capital's AGZD Position: Q2 2026 in Review

Sykon Capital increased its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 213% in Q2 2026, buying an estimated $4.91M and bringing the position to 319,250 shares worth $7.22M. The position accounts for 2.22% of the portfolio, ranked #16.

Sykon Capital first reported a position in AGZD in Q2 2023 and has held it in 13 quarters since. 46 funds tracked by Wall St. Rank hold AGZD as of Q2 2026.

  • Sykon Capital held 319,250 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $7.22M as of Q2 2026.
  • Sykon Capital bought 217,170 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2026, an estimated $4.91M.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up 2.22% of Sykon Capital's portfolio in Q2 2026, its #16 holding.
  • Sykon Capital first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q2 2023 and has held it in 13 quarters since.
  • 46 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2026.

Based on Sykon Capital's 13F filing for Q2 2026, filed 12 Aug 2026.