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WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund

$22.53Last updated
-$0.14 (0.60%)Past day
Timezone

WisdomTree Interest Rate U.S. Aggregate Bond Fund (NASDAQ: AGZD) is an exchange-traded fund listed on NASDAQ, trading at $22.53 (about ₹2,163 a unit) as of 25 Sep 2026, 4:00 PM ET. It has an expense ratio of 0.23% and holds 1,677 securities. Indian residents can buy AGZD through Paasa under the RBI's Liberalised Remittance Scheme.

Quote

Open:$22.52
Previous close:$22.66
Volume:30.03K

Today's low

$22.51

Today's high

$22.55

52 week low

$22.09

52 week high

$22.88

AGZD opened at $22.52, closed previously at $22.66, and has traded between $22.09 and $22.88 over the past 52 weeks.

About

This investment vehicle seeks to provide exposure to the Bloomberg U.S. Aggregate Bond Index while proactively addressing interest rate risk. It accomplishes this by utilizing short positions in U.S. Treasury securities. A substantial portion, specifically at least 80%, of the fund's total assets are typically allocated to the constituent securities of this index or to other investments possessing highly similar economic characteristics. Investors should note that this fund is classified as non-diversified.

Issuer
WisdomTree
Exchange listed on
NASDAQ
Asset class
Fixed Income
Base currency
USD
Domicile
United States
Dividends
Distributing
Launched
2013
ISIN
US97717W3806

Key statistics

Expense ratio

0.23%

Assets (AUM)

$145.9M

Holdings

1,677

NAV

$22.61

Avg. volume

—

1-year price change

+0.51%

5-year price change

-4.03%

Price change excludes dividends.

Top 10 holdings

1. TRI-PARTY CITIGROUP GLOBAL MARKETS
5.9%
2. Us Treasury N/B 4.125% 6/30/2028
0.9%
3. US 10YR NOTE (CBT)DEC26
0.7%
4. US 5YR NOTE (CBT) DEC26
0.6%
5. Us Treasury N/B 4.375% 5/15/2036
0.6%
6. FNCL 6 10/23 6%
0.5%
7. Us Treasury N/B 4.375% 8/31/2028
0.5%
8. FNCL 3 10/14
0.5%
9. US LONG BOND(CBT) DEC26
0.5%
10. US Treasury N/B 1.375% 11/15/2031
0.5%

AGZD holds 1,677 securities in total. These 10 are 11.2% of the fund.

Where the money is invested

Countries

United States
65.8%
Other
29.7%
Canada
0.8%
Japan
0.6%
Philippines
0.5%
United Kingdom
0.4%

How to buy AGZD from India

Indian residents can buy AGZD units through Paasa in three steps. Funds leave India under the RBI's Liberalised Remittance Scheme and the units are held in your own name with Interactive Brokers.

  1. Open your Paasa account

    KYC takes a few minutes: PAN, Aadhaar and address proof. Your brokerage account is opened in your own name with Interactive Brokers.

  2. Add funds from your Indian bank account

    Remit up to $250,000 a year under the RBI's Liberalised Remittance Scheme. Your bank converts the rupees to US dollars at its rate on the day you remit.

  3. Search AGZD and buy

    Find the fund by its ticker, AGZD, on NASDAQ, and place your order. Fractional units are available and there is no minimum trade size, so you can buy by amount.

Read the full guide: how to invest in AGZD from India

Trading and taxes when buying AGZD from India

Trading and limits

Trading hours
9:30 am – 4:00 pm ET
LRS limit
$250,000Per financial year, under the RBI's Liberalised Remittance Scheme.

Tax for Indian residents

TCS on remittance
20%Collected by your bank on LRS remittances above ₹10 lakh in a financial year. The TCS is adjustable against your income-tax liability.Adjusting TCS against your tax
Capital gains in India
Taxable in IndiaGains are taxable in India. Debt-oriented funds can be taxed differently from equity funds, so confirm your rate before selling.
Dividends
Slab rateIt pays the dividends from its holdings out to you in cash, and dividends are taxed at your slab rate in India.Dividend tax explained
US estate tax
May applyUS-situs assets such as US-listed shares can be exposed to US estate tax for non-US persons.US estate tax calculator

Custody. Units are held in your own name at Interactive Brokers LLC and are SIPC-insured up to $500,000 in total, including $250,000 for cash.

FAQs

What is the AGZD price today?

WisdomTree Interest Rate U.S. Aggregate Bond Fund (AGZD) last traded at $22.53 on NASDAQ, as of 25 Sep 2026, 4:00 PM ET. That is ₹2,163 a unit at the 24 Sep 2026 USD/INR rate.

When does AGZD trade, in Indian time?

NASDAQ trades 7:00 pm – 1:30 am IST, so the close lands after midnight. The window shifts to 8:00 pm – 2:30 am IST when the US is on standard time. Orders can only execute during that window.

How big is AGZD, and what does it cost to hold?

WisdomTree Interest Rate U.S. Aggregate Bond Fund manages about $145.9M. Its expense ratio is 0.23% a year, deducted inside the fund. It launched in 2013.

What are AGZD's largest holdings?

The top three are TRI-PARTY CITIGROUP GLOBAL MARKETS (5.9%), Us Treasury N/B 4.125% 6/30/2028 (0.9%) and US 10YR NOTE (CBT)DEC26 (0.7%). AGZD's 10 largest positions make up 11.2% of the fund.

Does AGZD pay dividends?

Yes. AGZD is a distributing fund and pays the dividends from its holdings out in cash. In India they are taxed at your slab rate.

How are gains on AGZD taxed in India?

Gains are taxable in India. Debt-oriented funds can be taxed differently from equity funds, so confirm your rate before selling.

Can I buy fractional units of AGZD?

Yes. You can buy AGZD by amount rather than by whole unit, and there is no minimum trade size.

How has AGZD performed?

AGZD's price is up 0.5% over the past year and down 4.0% over five years. These figures are price change only and exclude dividends; past performance does not guarantee future returns.