Syntegra Private Wealth Group’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Syntegra Private Wealth Group’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	$394K	Hold	17,462	–	–	0.04%	126
2025 Q4	$393K	Hold	17,462	–	–	0.04%	131
2025 Q3	$393K	Hold	17,462	–	–	0.04%	131
2025 Q2	$388K	Hold	17,462	–	–	0.04%	124
2025 Q1	$390K	Hold	17,462	–	–	0.05%	104
2024 Q4	$392K	Hold	17,462	–	–	0.04%	98
2024 Q3	$391K	Hold	17,462	–	–	0.05%	101
2024 Q2	$389K	Hold	17,462	–	–	0.05%	94
2024 Q1	$386K	Hold	17,462	–	–	0.05%	92
2023 Q4	$383K	Hold	17,462	–	–	0.05%	82
2023 Q3	$387K	Hold	17,462	–	–	0.06%	79
2023 Q2	$386K	Hold	17,462	–	–	0.06%	86
2023 Q1	$380K	Hold	17,462	–	–	0.07%	86
2022 Q4	$379K	Buy	+17,462	New	+$394K	0.08%	72

Other funds holding AGZD

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

Modern Wealth Management Lenexa, Kansas $5.82B AUM 16.73% 1-Year Est. Return

AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return

Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return