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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
2026
Q2 		$9.97M Buy
+441,101
New +$9.98M 3.56% 8
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

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Win Advisors's AGZD Position: Q2 2026 in Review

Win Advisors opened a new position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q2 2026: 441,101 shares worth $9.97M. The stake represents 3.56% of the portfolio and ranks #8 among its holdings. This is a return to the name: Win Advisors previously reported a position in AGZD as recently as Q3 2025.

Win Advisors first reported a position in AGZD in Q1 2023 and has held it in 11 quarters since. The position peaked at $11.4M in Q1 2024. 46 funds tracked by Wall St. Rank hold AGZD as of Q2 2026.

  • Win Advisors held 441,101 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $9.97M as of Q2 2026.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund was a new Win Advisors position in Q2 2026.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up 3.56% of Win Advisors's portfolio in Q2 2026, its #8 holding.
  • Win Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q1 2023 and has held it in 11 quarters since.
  • Win Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $11.4M in Q1 2024.
  • 46 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2026.

Based on Win Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.