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 Q2	$395K	Hold	17,462	–	–	0.03%	146
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

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return

Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

AXS Investments Port Chester, New York $353M AUM 34.19% 1-Year Est. Return

Syntegra Private Wealth Group's AGZD Position: Q2 2026 in Review

Syntegra Private Wealth Group held its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) position steady in Q2 2026 at 17,462 shares worth $395K. The position accounts for 0.03% of the portfolio, ranked #146.

Syntegra Private Wealth Group first reported a position in AGZD in Q4 2022 and has held it in 15 quarters since. 46 funds tracked by Wall St. Rank hold AGZD as of Q2 2026.

Syntegra Private Wealth Group held 17,462 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $395K as of Q2 2026.
Syntegra Private Wealth Group left its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund share count unchanged in Q2 2026.
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up 0.03% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #146 holding.
Syntegra Private Wealth Group first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q4 2022 and has held it in 15 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 Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.