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 59 institutions that hold shares in the stock, with a total of 4.93 Million shares, which have been reported (via 13F filing form) to have a value of $110 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
916,944
shares
|
$20.4 Million
1.1% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
599,125
shares
|
$13.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
428,285
shares
|
$9.52 Million
0.0% of portfolio
|
Q1 2025
Reduced 26.0%
|
|
|
Win Advisors, Inc
|
Apr 23, 2025 Q1 2025 |
382,502
shares
|
$8.5 Million
4.7% of portfolio
|
Q1 2025
Added 826.81%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
297,579
shares
|
$6.62 Million
2.28% of portfolio
|
Q1 2023
Added 2.78%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
228,639
shares
|
$5.08 Million
0.02% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
203,374
shares
|
$4.52 Million
0.25% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
200,309
shares
|
$4.45 Million
0.16% of portfolio
|
Q4 2024
Reduced 80.52%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
188,608
shares
|
$4.19 Million
0.01% of portfolio
|
Q4 2024
Reduced 25.94%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
181,235
shares
|
$4.03 Million
3.58% of portfolio
|
Q4 2024
New holding
|
|
|
Sykon Capital LLC
Harrison, NY |
Feb 11, 2025 Q4 2024 |
172,416
shares
|
$3.83 Million
1.33% of portfolio
|
Q4 2024
Added 121.24%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
110,638
shares
|
$2.46 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Wbi Investments, Inc.
|
Feb 14, 2025 Q4 2024 |
87,082
shares
|
$1.94 Million
0.52% of portfolio
|
Q4 2024
Reduced 42.95%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
80,387
shares
|
$1.79 Million
0.06% of portfolio
|
Q1 2025
Added 21.37%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
73,703
shares
|
$1.64 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.82%
|
|
|
Axs Investments LLC
Port Chester, NY |
Feb 10, 2025 Q4 2024 |
67,027
shares
|
$1.49 Million
0.46% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
64,448
shares
|
$1.43 Million
0.0% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
52,617
shares
|
$1.17 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
|
$1.08 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
|
$1.06 Million
0.09% of portfolio
|
Q3 2022
Reduced 12.58%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
46,541
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Added 32.86%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
42,567
shares
|
$946,264
0.0% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
42,348
shares
|
$941,396
0.73% of portfolio
|
Q1 2024
Added 4.52%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
35,473
shares
|
$788,564
0.22% of portfolio
|
Q1 2023
Added 4.38%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
32,780
shares
|
$728,699
0.0% of portfolio
|
Q1 2025
Reduced 87.51%
|