UBS Group
AGZD icon

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

UBS 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 		$1.63M Buy
72,499
+30,577
+73% +$689K ﹤0.01% 5153
2025
Q4 		$943K Sell
41,922
-8,248
-16% -$186K ﹤0.01% 5630
2025
Q3 		$1.13M Buy
50,170
+2,050
+4% +$45.9K ﹤0.01% 5462
2025
Q2 		$1.07M Sell
48,120
-6,072
-11% -$135K ﹤0.01% 5403
2025
Q1 		$1.21M Buy
54,192
+11,625
+27% +$261K ﹤0.01% 5118
2024
Q4 		$956K Sell
42,567
-737
-2% -$16.5K ﹤0.01% 5328
2024
Q3 		$971K Sell
43,304
-1,531
-3% -$34.1K ﹤0.01% 4684
2024
Q2 		$1,000K Sell
44,835
-11
-0% -$244 ﹤0.01% 4427
2024
Q1 		$990K Sell
44,846
-4,602
-9% -$101K ﹤0.01% 4605
2023
Q4 		$1.08M Buy
49,448
+2,009
+4% +$44.5K ﹤0.01% 4430
2023
Q3 		$1.05M Buy
47,439
+8,799
+23% +$195K ﹤0.01% 4028
2023
Q2 		$855K Sell
38,640
-113,338
-75% -$2.48M ﹤0.01% 4382
2023
Q1 		$3.31M Sell
151,978
-242,278
-61% -$5.3M ﹤0.01% 2910
2022
Q4 		$8.57M Sell
394,256
-31,388
-7% -$708K ﹤0.01% 2034
2022
Q3 		$9.7M Sell
425,644
-84,776
-17% -$1.94M ﹤0.01% 1815
2022
Q2 		$11.6M Buy
510,420
+75,836
+17% +$1.75M ﹤0.01% 1698
2022
Q1 		$10.1M Buy
434,584
+494
+0.1% +$11.5K ﹤0.01% 1933
2021
Q4 		$10.1M Buy
434,090
+177,178
+69% +$4.15M ﹤0.01% 2128
2021
Q3 		$6.02M Buy
256,912
+74,304
+41% +$1.74M ﹤0.01% 2474
2021
Q2 		$4.29M Buy
182,608
+171,688
+1,572% +$4.04M ﹤0.01% 2852
2021
Q1 		$257K Buy
10,920
+9,680
+781% +$229K ﹤0.01% 5301
2020
Q4 		$29K Sell
1,240
-6,286
-84% -$148K ﹤0.01% 6651
2020
Q3 		$176K Sell
7,526
-1,874
-20% -$44.2K ﹤0.01% 4862
2020
Q2 		$221K Sell
9,400
-2,610
-22% -$61K ﹤0.01% 4740
2020
Q1 		$277K Sell
12,010
-2,560
-18% -$60.7K ﹤0.01% 4460
2019
Q4 		$350K Sell
14,570
-5,446
-27% -$131K ﹤0.01% 5154
2019
Q3 		$479K Buy
20,016
+9,096
+83% +$217K ﹤0.01% 4598
2019
Q2 		$260K Sell
10,920
-248
-2% -$5.92K ﹤0.01% 4742
2019
Q1 		$266K Buy
11,168
+5,958
+114% +$142K ﹤0.01% 4434
2018
Q4 		$123K Buy
5,210
+1,246
+31% +$29.7K ﹤0.01% 5355
2018
Q3 		$95K Buy
3,964
+2,634
+198% +$63.2K ﹤0.01% 5636
2018
Q2 		$32K Sell
1,330
-1,160
-47% -$27.8K ﹤0.01% 6335
2018
Q1 		$60K Sell
2,490
-28
-1% -$675 ﹤0.01% 5573
2017
Q4 		$61K Sell
2,518
-3,270
-56% -$78.8K ﹤0.01% 5688
2017
Q3 		$139K Buy
5,788
+3,278
+131% +$78.6K ﹤0.01% 5102
2017
Q2 		$60K Sell
2,510
-3,362
-57% -$80.7K ﹤0.01% 5523
2017
Q1 		$141K Buy
5,872
+5,562
+1,794% +$134K ﹤0.01% 4866
2016
Q4 		$7K Sell
310
-1,090
-78% -$26.2K ﹤0.01% 7074
2016
Q3 		$33K Buy
1,400
+698
+99% +$16.7K ﹤0.01% 5832
2016
Q2 		$16K Buy
702
+390
+125% +$9.3K ﹤0.01% 6449
2016
Q1 		$7K Buy
+312
New +$7.4K ﹤0.01% 6834
2015
Q4 		– Sell
-3,292
Closed -$79K – 8306
2015
Q3 		$79K Sell
3,292
-904
-22% -$21.9K ﹤0.01% 5419
2015
Q2 		$102K Buy
4,196
+2,340
+126% +$57.2K ﹤0.01% 5383
2015
Q1 		$46K Buy
1,856
+1,040
+127% +$25.5K ﹤0.01% 6130
2014
Q4 		$20K Buy
+816
New +$20.2K ﹤0.01% 7653

Other funds holding AGZD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ML
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CAPTRUST Financial Advisors
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
AI
AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group's AGZD Position: Q1 2026 in Review

UBS Group increased its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 73% in Q1 2026, buying an estimated $689K and bringing the position to 72,499 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #5153.

UBS Group first reported a position in AGZD in Q4 2014 and has held it in 45 quarters since. The position peaked at $11.6M in Q2 2022. 47 funds tracked by Wall St. Rank hold AGZD as of Q1 2026.

  • UBS Group held 72,499 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $1.63M as of Q1 2026.
  • UBS Group bought 30,577 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2026, an estimated $689K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5153 holding.
  • UBS Group first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q4 2014 and has held it in 45 quarters since.
  • UBS Group's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $11.6M in Q2 2022.
  • 47 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.