AGZD — WISDOMTREE TRUST WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND
As of Q2 2026, 6 SEC-registered investment managers reported holding AGZD (WISDOMTREE TRUST WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND) in their latest 13F filings, with a combined reported value of $9.73M across 430.44K shares. That is +15.5% by share count (+57.84K shares) versus the previous quarter, while reported value moved +15.8%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 3 added to existing stakes, 1 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 314.36K | $7.11M | 0.00% | Add |
| UBS Group AG history | 74.92K | $1.69M | 0.00% | Add |
| Citadel Advisors history | 36.05K | $815.18K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 5.10K | $115.05K | 0.00% | New |
| Wells Fargo & Co history | 2 | $37 | 0.00% | Add |
| Morgan Stanley history | 1 | $23 | 0.00% | Hold |
Q1 2026 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 248.48K | $5.60M | 0.00% | Add |
| UBS Group AG history | 72.50K | $1.63M | 0.00% | Add |
| Citadel Advisors history | 51.62K | $1.16M | 0.00% | Add |
| Wells Fargo & Co history | 1 | $32 | 0.00% | Hold |
| Morgan Stanley history | 1 | $28 | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 1 | $23 | 0.00% | Reduce |
Q4 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 196.42K | $4.42M | 0.00% | Reduce |
| UBS Group AG history | 41.92K | $942.62K | 0.00% | Reduce |
| Goldman Sachs Group history | 36.88K | $829.27K | 0.00% | New |
| Citadel Advisors history | 11.00K | $247.43K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 6.19K | $139.14K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 15 | $337 | 0.00% | Add |
| Morgan Stanley history | 1 | $23 | 0.00% | Reduce |
| Wells Fargo & Co history | 1 | $20 | 0.00% | Hold |
Q3 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 447.89K | $10.08M | 0.00% | Reduce |
| UBS Group AG history | 50.17K | $1.13M | 0.00% | Add |
| Citadel Advisors history | 45.09K | $1.01M | 0.00% | Add |
| JPMorgan Chase & Co history | 4.42K | $99.41K | 0.00% | New |
| Morgan Stanley history | 219 | $4.93K | 0.00% | Hold |
| Wells Fargo & Co history | 1 | $31 | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1 | $23 | 0.00% | Hold |
Q2 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 478.61K | $10.64M | 0.00% | Reduce |
| UBS Group AG history | 48.12K | $1.07M | 0.00% | Reduce |
| Citadel Advisors history | 23.28K | $517.58K | 0.00% | Reduce |
| Wells Fargo & Co history | 237 | $5.26K | 0.00% | Add |
| Morgan Stanley history | 218 | $4.85K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 1 | $22 | 0.00% | New |
Q1 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 514.87K | $11.51M | 0.00% | Reduce |
| UBS Group AG history | 54.19K | $1.21M | 0.00% | Add |
| Citadel Advisors history | 51.48K | $1.15M | 0.00% | New |
| Wells Fargo & Co history | 235 | $5.26K | 0.00% | Add |
| Morgan Stanley history | 218 | $4.87K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 5.10K sh · $115.05K
Fully Exited (vs previous quarter)
- Fidelity Management & Research (FMR) sold 1 sh · $23
Fund Position History — shares by quarter (top 8 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America Corp | 314.36K | 248.48K | 196.42K | 447.89K | 478.61K | 514.87K | 599.12K | 613.75K | 621.22K | 644.49K | 783.84K | 907.61K | 489.62K | 562.78K | 936.78K | 1.11M | 979.47K | 658.91K | 171.84K | 187.84K |
| UBS Group AG | 74.92K | 72.50K | 41.92K | 50.17K | 48.12K | 54.19K | 42.57K | 43.30K | 44.84K | 44.85K | 49.45K | 47.44K | 19.32K | 75.99K | 197.13K | 212.82K | 255.21K | 217.29K | 217.04K | 128.46K |
| Citadel Advisors | 36.05K | 51.62K | 11.00K | 45.09K | 23.28K | 51.48K | — | 26.50K | 57.58K | 39.33K | 50.14K | — | 44.62K | 41.95K | 25.04K | 15.99K | 5.12K | — | 54.51K | 38.55K |
| JPMorgan Chase & Co | 5.10K | — | 6.19K | 4.42K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Wells Fargo & Co | 2 | 1 | 1 | 1 | 237 | 235 | 1 | 1 | 1 | 1 | — | 1 | 1 | 1 | 1 | 1 | 1 | 521 | 521 | 521 |
| Morgan Stanley | 1 | 1 | 1 | 219 | 218 | 218 | 639 | 639 | 1 | — | 1 | — | 1 | 1 | — | — | — | 211 | 34 | — |
| Fidelity Management & Research (FMR) | — | 1 | 15 | 1 | 1 | — | 9 | — | 1 | 1 | 2 | 111 | 1 | 1 | 5 | — | 1 | — | 1 | 1 |
| Goldman Sachs Group | — | — | 36.88K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details