Institutional Ownership Wisdom Tree Interest Rate Hedg (AGZD)
This table provides information about the institutional ownership of Wisdom Tree Interest Rate Hedg (AGZD). We have compiled data on the 65 institutions that hold shares in the stock, with a total of 5.32 Million shares, which have been reported (via 13F filing form) to have a value of $120 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
899,650
shares
|
$20.3 Million
1.07% of portfolio
|
Q4 2024
Added 5.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
613,753
shares
|
$13.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
578,752
shares
|
$13.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.72%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
297,579
shares
|
$6.72 Million
2.28% of portfolio
|
Q1 2023
Added 2.78%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
262,429
shares
|
$5.93 Million
0.0% of portfolio
|
Q4 2024
Added 1224.46%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
226,690
shares
|
$5.12 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
203,374
shares
|
$4.59 Million
0.25% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
200,309
shares
|
$4.52 Million
0.16% of portfolio
|
Q4 2024
Reduced 80.52%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
188,608
shares
|
$4.26 Million
0.01% of portfolio
|
Q4 2024
Reduced 25.94%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
181,235
shares
|
$4.09 Million
3.58% of portfolio
|
Q4 2024
New holding
|
|
|
Sykon Capital LLC
Harrison, NY |
Feb 11, 2025 Q4 2024 |
172,416
shares
|
$3.89 Million
1.33% of portfolio
|
Q4 2024
Added 121.24%
|
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
152,632
shares
|
$3.45 Million
0.85% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
124,746
shares
|
$2.82 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
111,690
shares
|
$2.52 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
83,821
shares
|
$1.89 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
73,703
shares
|
$1.66 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.82%
|
|
|
Axs Investments LLC
Port Chester, NY |
Feb 10, 2025 Q4 2024 |
67,027
shares
|
$1.51 Million
0.46% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
66,233
shares
|
$1.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
64,448
shares
|
$1.46 Million
0.0% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
52,617
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
48,629
shares
|
$1.1 Million
0.05% of portfolio
|
Q4 2024
Reduced 41.29%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
47,574
shares
|
$1.07 Million
0.09% of portfolio
|
Q3 2022
Reduced 12.58%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
43,304
shares
|
$978,237
0.0% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
42,348
shares
|
$956,641
0.73% of portfolio
|
Q1 2024
Added 4.52%
|
|
|
Win Advisors, Inc
|
Jan 27, 2025 Q4 2024 |
41,271
shares
|
$932,311
0.46% of portfolio
|
Q4 2024
Reduced 91.01%
|