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TrueMark Investments’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

TrueMark Investments’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
2025
Q2 		– Sell
-11,013
Closed -$246K – 143
2025
Q1 		$246K Sell
11,013
-8,568
-44% -$192K 0.06% 147
2024
Q4 		$440K Buy
+19,581
New +$440K 0.14% 110

Other funds holding AGZD

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
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
AI
AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return

TrueMark Investments's AGZD Position: Q2 2025 in Review

TrueMark Investments sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q2 2025, closing a stake of 11,013 shares — an estimated $246K sold.

TrueMark Investments first reported a position in AGZD in Q4 2024 and held it in 2 quarters. The position peaked at $440K in Q4 2024. 49 funds tracked by Wall St. Rank hold AGZD as of Q2 2025.

  • TrueMark Investments reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q2 2025 after selling out during the quarter.
  • TrueMark Investments sold 11,013 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2025, an estimated $246K.
  • TrueMark Investments first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q4 2024 and held it in 2 quarters.
  • TrueMark Investments's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $440K in Q4 2024.
  • 49 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2025.

Based on TrueMark Investments's 13F filing for Q2 2025, filed 29 Jul 2025.