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 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sykon Capital's AGZD Position: Q1 2026 in Review

Sykon Capital reduced its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 4.3% in Q1 2026, selling an estimated $103K and leaving 102,080 shares worth $2.3M. The position accounts for 0.77% of the portfolio, ranked #23.

Sykon Capital first reported a position in AGZD in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.87M in Q4 2024. 47 funds tracked by Wall St. Rank hold AGZD as of Q1 2026.

Sykon Capital held 102,080 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $2.3M as of Q1 2026.
Sykon Capital sold 4,572 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2026, an estimated $103K.
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up 0.77% of Sykon Capital's portfolio in Q1 2026, its #23 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 12 quarters since.
Sykon Capital's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $3.87M in Q4 2024.
47 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2026.

Based on Sykon Capital's 13F filing for Q1 2026, filed 22 Apr 2026.