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 52 institutions that hold shares in the stock, with a total of 3.14 Million shares, which have been reported (via 13F filing form) to have a value of $70.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
447,892
shares
|
$10.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
347,480
shares
|
$7.81 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.73%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
297,579
shares
|
$6.69 Million
2.28% of portfolio
|
Q1 2023
Added 2.78%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
244,369
shares
|
$5.49 Million
0.28% of portfolio
|
Q3 2025
Added 12.97%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
209,628
shares
|
$4.71 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.19%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
166,605
shares
|
$3.74 Million
0.07% of portfolio
|
Q3 2025
Reduced 14.73%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
152,720
shares
|
$3.43 Million
0.16% of portfolio
|
Q3 2025
Reduced 19.62%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
133,025
shares
|
$2.99 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.49%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
87,559
shares
|
$1.97 Million
0.16% of portfolio
|
Q3 2025
Reduced 21.02%
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
78,032
shares
|
$1.75 Million
0.48% of portfolio
|
Q3 2025
Reduced 18.91%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
72,985
shares
|
$1.64 Million
0.05% of portfolio
|
Q3 2025
Reduced 9.21%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 04, 2025 Q3 2025 |
70,322
shares
|
$1.58 Million
0.73% of portfolio
|
Q3 2025
Reduced 26.08%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
70,059
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
66,805
shares
|
$1.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
65,251
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.65%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 14, 2025 Q3 2025 |
50,452
shares
|
$1.13 Million
0.38% of portfolio
|
Q3 2025
Reduced 38.55%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
50,170
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
47,794
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2025
Added 9.19%
|
|
|
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%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
46,482
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.11%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
45,093
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
Added 93.67%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
42,348
shares
|
$951,559
0.73% of portfolio
|
Q1 2024
Added 4.52%
|
|
|
Win Advisors, Inc
|
Nov 04, 2025 Q3 2025 |
38,536
shares
|
$865,903
0.43% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
35,473
shares
|
$797,078
0.22% of portfolio
|
Q1 2023
Added 4.38%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
31,323
shares
|
$703,827
0.0% of portfolio
|
Q3 2025
Reduced 2.91%
|
|