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 5.17 Million shares, which have been reported (via 13F filing form) to have a value of $117 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
40,776
shares
|
$919,091
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
35,473
shares
|
$799,561
0.22% of portfolio
|
Q1 2023
Added 4.38%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
31,074
shares
|
$700,407
0.04% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
30,875
shares
|
$695,922
0.0% of portfolio
|
Q4 2024
Added 13.77%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
27,466
shares
|
$619,083
0.02% of portfolio
|
Q4 2024
Reduced 75.13%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
23,000
shares
|
$518,420
0.0% of portfolio
|
Q4 2024
Reduced 17.64%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
21,356
shares
|
$481,364
0.26% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
19,708
shares
|
$444,218
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Mark Investments, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
19,581
shares
|
$441,355
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
18,188
shares
|
$409,957
0.01% of portfolio
|
Q3 2023
Added 28.19%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
17,462
shares
|
$393,593
0.04% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
14,724
shares
|
$331,878
0.03% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
14,272
shares
|
$321,690
0.01% of portfolio
|
Q1 2024
Added 0.2%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
13,579
shares
|
$306,070
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
12,625
shares
|
$284,567
0.02% of portfolio
|
Q4 2024
Added 13.44%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
12,552
shares
|
$282,922
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
9,592
shares
|
$216,203
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
9,408
shares
|
$212,056
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
3,458
shares
|
$77,943
0.02% of portfolio
|
Q3 2023
Added 0.35%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,300
shares
|
$51,842
0.01% of portfolio
|
Q3 2024
Reduced 97.78%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
2,000
shares
|
$45,080
0.02% of portfolio
|
Q2 2024
Reduced 14.89%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
928
shares
|
$20,917
0.0% of portfolio
|
Q4 2024
Added 7.28%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
805
shares
|
$18,144
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
639
shares
|
$14,403
0.0% of portfolio
|
Q3 2024
Added 63800.0%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
331
shares
|
$7,460
0.0% of portfolio
|
Q4 2024
New holding
|