AGZD — WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
Price · 2024-08-26 → 2026-08-21
499 daily closes shownAnonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2016-01-04.
Performance
Technicals
Dividends
Largest institutional holders
| manager | value | shares |
|---|---|---|
| LPL Financial LLC | 9.2M | 406.1K |
| McAdam, LLC | 6.8M | 300.6K |
| BANK OF AMERICA CORP /DE/ | 5.6M | 248.5K |
| Trilogy Capital Inc. | 5.3M | 234.1K |
| CAPTRUST FINANCIAL ADVISORS | 4.6M | 205.5K |
| Modern Wealth Management, LLC | 2.9M | 126.9K |
| AXS Investments LLC | 2.4M | 107.2K |
| SYKON CAPITAL LLC | 2.3M | 102.1K |
| SILVER OAK SECURITIES, INCORPORATED | 1.9M | 85.2K |
| UBS Group AG | 1.6M | 72.5K |
13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →
Short selling
This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →
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