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Tower Research Capital (TRC)’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Tower Research Capital (TRC)’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
2024
Q4 		– Sell
-21
Closed -$471 – 5676
2024
Q3 		$471 Buy
+21
New +$467 ﹤0.01% 5329
2024
Q1 		– Sell
-317
Closed -$6.95K – 5833
2023
Q4 		$6.95K Buy
+317
New +$7.02K ﹤0.01% 4681
2023
Q2 		– Sell
-158
Closed -$3K – 6016
2023
Q1 		$3K Sell
158
-1,588
-91% -$34.7K ﹤0.01% 5165
2022
Q4 		$38K Buy
+1,746
New +$39.4K ﹤0.01% 2539
2021
Q1 		– Sell
-52
Closed -$1K – 5361
2020
Q4 		$1K Buy
+52
New +$1.22K ﹤0.01% 4972
2020
Q1 		– Sell
-38
Closed -$1K – 2980
2019
Q4 		$1K Buy
+38
New +$911 ﹤0.01% 3196
2019
Q1 		– Sell
-468
Closed -$11K – 3735
2018
Q4 		$11K Buy
+468
New +$11.2K ﹤0.01% 2364
2017
Q1 		– Sell
-200
Closed -$5K – 2991
2016
Q4 		$5K Sell
200
-600
-75% -$14.4K ﹤0.01% 3016
2016
Q3 		$19K Sell
800
-24
-3% -$574 ﹤0.01% 1641
2016
Q2 		$20K Sell
824
-168
-17% -$4.01K ﹤0.01% 2220
2016
Q1 		$24K Sell
992
-606
-38% -$14.4K ﹤0.01% 1215
2015
Q4 		$38K Sell
1,598
-1,654
-51% -$39.7K 0.01% 724
2015
Q3 		$78K Buy
3,252
+960
+42% +$23.2K 0.01% 714
2015
Q2 		$56K Buy
2,292
+230
+11% +$5.62K 0.01% 1270
2015
Q1 		$51K Buy
2,062
+918
+80% +$22.5K 0.01% 1452
2014
Q4 		$28K Buy
1,144
+388
+51% +$9.6K ﹤0.01% 1371
2014
Q3 		$19K Buy
756
+676
+845% +$16.9K ﹤0.01% 2326
2014
Q2 		$2K Buy
+80
New +$2K ﹤0.01% 3349

Other funds holding AGZD

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HFA
Hershey Financial Advisers Lancaster, Pennsylvania $116M AUM 30.33% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return

Tower Research Capital (TRC)'s AGZD Position: Q4 2024 in Review

Tower Research Capital (TRC) sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q4 2024, closing a stake of 21 shares — an estimated $471 sold.

Tower Research Capital (TRC) first reported a position in AGZD in Q2 2014 and held it in 18 quarters. The position peaked at $78K in Q3 2015. 58 funds tracked by Wall St. Rank hold AGZD as of Q4 2024.

  • Tower Research Capital (TRC) reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q4 2024 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 21 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q4 2024, an estimated $471.
  • Tower Research Capital (TRC) first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q2 2014 and held it in 18 quarters.
  • Tower Research Capital (TRC)'s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $78K in Q3 2015.
  • 58 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q4 2024.

Based on Tower Research Capital (TRC)'s 13F filing for Q4 2024, filed 13 Feb 2025.