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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
639
shares
|
$14,435
0.0% of portfolio
|
Q3 2024
Added 63800.0%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
331
shares
|
$7,477
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
310
shares
|
$7,002
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
304
shares
|
$6,867
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
298
shares
|
$6,731
0.0% of portfolio
|
Q2 2024
Reduced 93.27%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
234
shares
|
$5,286
0.0% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
216
shares
|
$4,879
0.0% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
166
shares
|
$3,749
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
105
shares
|
$2,371
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
97
shares
|
$2,191
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
70
shares
|
$1,581
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
42
shares
|
$948
0.0% of portfolio
|
Q4 2024
Reduced 99.88%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$22
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|