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Win Advisors’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Win Advisors’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
Q4 		– Sell
-38,536
Closed -$867K – 76
2025
Q3 		$867K Buy
38,536
+2,106
+6% +$47.1K 0.42% 40
2025
Q2 		$810K Sell
36,430
-346,072
-90% -$7.7M 0.39% 41
2025
Q1 		$8.55M Buy
382,502
+341,231
+827% +$7.66M 4.39% 11
2024
Q4 		$927K Sell
41,271
-417,878
-91% -$9.38M 0.45% 40
2024
Q3 		$10.3M Sell
459,149
-26,091
-5% -$581K 4.83% 7
2024
Q2 		$10.8M Sell
485,240
-33,154
-6% -$736K 4.83% 9
2024
Q1 		$11.4M Buy
+518,394
New +$11.4M 5.04% 10
2023
Q4 		– Sell
-74,912
Closed -$1.66M – 56
2023
Q3 		$1.66M Buy
74,912
+59,156
+375% +$1.31M 0.81% 20
2023
Q2 		$271K Sell
15,756
-252
-2% -$5.51K 0.36% 33
2023
Q1 		$348K Buy
+16,008
New +$350K 0.14% 35

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 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
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Win Advisors's AGZD Position: Q4 2025 in Review

Win Advisors sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q4 2025, closing a stake of 38,536 shares — an estimated $867K sold.

Win Advisors first reported a position in AGZD in Q1 2023 and held it in 10 quarters. The position peaked at $11.4M in Q1 2024. 48 funds tracked by Wall St. Rank hold AGZD as of Q4 2025.

  • Win Advisors reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q4 2025 after selling out during the quarter.
  • Win Advisors sold 38,536 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q4 2025, an estimated $867K.
  • Win Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q1 2023 and held it in 10 quarters.
  • Win Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $11.4M in Q1 2024.
  • 48 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q4 2025.

Based on Win Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.