WI
AGZD icon

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

WBI 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
2026
Q1 		$1.26M Sell
55,815
-4,060
-7% -$91.5K 0.35% 70
2025
Q4 		$1.35M Sell
59,875
-18,157
-23% -$408K 0.35% 66
2025
Q3 		$1.76M Sell
78,032
-18,201
-19% -$407K 0.45% 52
2025
Q2 		$2.14M Buy
96,233
+55,362
+135% +$1.23M 0.56% 39
2025
Q1 		$913K Sell
40,871
-46,211
-53% -$1.04M 0.24% 105
2024
Q4 		$1.96M Sell
87,082
-65,550
-43% -$1.47M 0.49% 62
2024
Q3 		$3.42M Buy
+152,632
New +$3.4M 0.82% 21

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WBI Investments's AGZD Position: Q1 2026 in Review

WBI Investments reduced its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 6.8% in Q1 2026, selling an estimated $91.5K and leaving 55,815 shares worth $1.26M. The position accounts for 0.35% of the portfolio, ranked #70.

WBI Investments first reported a position in AGZD in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.42M in Q3 2024. 47 funds tracked by Wall St. Rank hold AGZD as of Q1 2026.

  • WBI Investments held 55,815 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $1.26M as of Q1 2026.
  • WBI Investments sold 4,060 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2026, an estimated $91.5K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up 0.35% of WBI Investments's portfolio in Q1 2026, its #70 holding.
  • WBI Investments first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q3 2024 and has held it in 7 quarters since.
  • WBI Investments's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $3.42M in Q3 2024.
  • 47 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.