Wells Fargo
AGZD icon

Wells Fargo’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Wells Fargo’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 		$37 Buy
2
+1
+100% +$23 ﹤0.01% 6788
2026
Q1 		$32 Hold
1
– – ﹤0.01% 6686
2025
Q4 		$20 Hold
1
– – ﹤0.01% 6732
2025
Q3 		$31 Sell
1
-236
-100% -$5.28K ﹤0.01% 6591
2025
Q2 		$5.26K Buy
237
+2
+0.9% +$45 ﹤0.01% 6081
2025
Q1 		$5.26K Buy
235
+234
+23,400% +$5.26K ﹤0.01% 6016
2024
Q4 		$26 Hold
1
– – ﹤0.01% 6633
2024
Q3 		$27 Hold
1
– – ﹤0.01% 6483
2024
Q2 		$31 Hold
1
– – ﹤0.01% 6414
2024
Q1 		$18 Buy
+1
New +$22 ﹤0.01% 7137
2023
Q4 		– Sell
-1
Closed -$22 – 7498
2023
Q3 		$25 Sell
1
-1
-50% -$22 ﹤0.01% 7124
2023
Q2 		$51 Hold
2
– – ﹤0.01% 7046
2023
Q1 		$64 Hold
2
– – ﹤0.01% 7046
2022
Q4 		$43 Hold
2
– – ﹤0.01% 7059
2022
Q3 		$0 Hold
2
– – ﹤0.01% 6599
2022
Q2 		$0 Sell
2
-1,040
-100% -$24K ﹤0.01% 6742
2022
Q1 		$24K Hold
1,042
– – ﹤0.01% 5945
2021
Q4 		$24K Hold
1,042
– – ﹤0.01% 6267
2021
Q3 		$24K Hold
1,042
– – ﹤0.01% 5904
2021
Q2 		$25K Buy
1,042
+1,040
+52,000% +$24.5K ﹤0.01% 5812
2021
Q1 		$0 Hold
2
– – ﹤0.01% 6854
2020
Q4 		$0 Hold
2
– – ﹤0.01% 6446
2020
Q3 		$0 Hold
2
– – ﹤0.01% 6291
2020
Q2 		$0 Hold
2
– – ﹤0.01% 6244
2020
Q1 		$0 Buy
+2
New +$47 ﹤0.01% 6145

Other funds holding AGZD

ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
TC
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
AI
AXS Investments Port Chester, New York $353M AUM 34.19% 1-Year Est. Return

Wells Fargo's AGZD Position: Q2 2026 in Review

Wells Fargo increased its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 100% in Q2 2026, buying an estimated $23 and bringing the position to 2 shares worth $37. The position accounts for ﹤0.01% of the portfolio, ranked #6788.

Wells Fargo first reported a position in AGZD in Q1 2020 and has held it in 25 quarters since. The position peaked at $25K in Q2 2021. 46 funds tracked by Wall St. Rank hold AGZD as of Q2 2026.

  • Wells Fargo held 2 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $37 as of Q2 2026.
  • Wells Fargo bought 1 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund share in Q2 2026, an estimated $23.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #6788 holding.
  • Wells Fargo first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q1 2020 and has held it in 25 quarters since.
  • Wells Fargo's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $25K in Q2 2021.
  • 46 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.