Nontraditional Bond · NASDAQ · USD · Data as of 2026-07-30
AUM
$116.22M
Expense ratio
0.23%
Yield
4.00%
YTD return
+2.43%
Last price
$22.56
Bond · Coverage 63% · medium
Today
54.5
Outlook
52.3
Block A (composite-derived)
52.9
Block C (market behavior)
56.9
Today overlay (Block D)
0.0
Outlook overlay (Block D)
0.0
today_score = clip(0,100, 50 + 0.15·(A−50) + 0.60·(C−50) + D_today). Block B (holdings rollup) is in Phase 3 development; β=0 caps the natural range at ~12.5–87.5 in Preview v0.9. Formula version tide-etf-v1.0.0.
52.9
Coverage 63% · medium
Liquidity
28.8
Expenses
80.0
Performance
62.8
Volatility
64.3
Dividend
16.1
Concentration
—
Smart Money
—
Activist
—
Formula version composite-v1.0.0. Axes hover to see why a sub-score is missing.
WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) is an exchange-traded fund from WisdomTree in the Mixed asset class. Launched in 2013. Assets under management: 92,454,288.
The fund tracks the Bloomberg Rate Hedged U.S. Aggregate Bond Index.
Bullish Whales composite rating: 53 out of 100. Evidence coverage 63% across 5 of 8 axes. Strongest axes: expenses, volatility, performance.
Annualized one-year realized volatility 3%, classified low. Weakest axes: dividend, liquidity.
Trailing yield 0%.
etf_composite_score_current · composite_score, confidence, coverage_pct, dividend_score, expenses_score, liquidity_score, performance_score, volatility_scoreetf_fundamentals_td · dividend_frequency, yieldetf_universe · asset_class, aum_usd, benchmark, benchmark_provider, fund_type, inception_date, issuer, name, replication_method, ticker, volatility_1yThe WisdomTree Trust represents a suite of exchange-traded funds (ETFs) designed to offer investors a range of diversified investment options. Operating under the management of WisdomTree, a leading global ETF sponsor and asset manager, the trust focuses on creating innovative investment strategies tailored to modern market demands. One of the ETFs under its umbrella is specifically designed to cater to fixed income segments, targeting investment-grade bonds. By doing so, it aims to provide investors with exposure to interest-paying securities with a reduced level of risk compared to equities. The WisdomTree Trust plays a significant role in helping investors manage portfolio risk, seek income, and achieve potential capital preservation. As part of the larger landscape of passive investment products, these ETFs influence both individual and institutional investors' strategies within the broader financial markets. Through tailored index methodologies and strategic asset allocations, WisdomTree Trust funds aim to enhance long-term portfolio performance and provide solutions for contemporary investment challenges.
30-day change
$16.68M
90-day change
—
Current AUM: $116,217,464. AUM change is computed from rolling daily fundamentals snapshots; it reflects total net-asset deltas (creations/redemptions + market value moves), not pure share creations.
Fund documents (fact sheets, prospectuses, semi-annual reports) for AGZD are coming soon. The BW fund-document archive will surface PDFs alongside a metadata index for searchability.