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 53 institutions that hold shares in the stock, with a total of 3.16 Million shares, which have been reported (via 13F filing form) to have a value of $70.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
26,644
shares
|
$598,690
0.04% of portfolio
|
Q3 2025
Added 65.24%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
25,802
shares
|
$579,770
0.0% of portfolio
|
Q3 2025
Added 18.79%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
23,536
shares
|
$528,853
0.0% of portfolio
|
Q3 2025
Reduced 7.73%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
18,641
shares
|
$418,863
0.02% of portfolio
|
Q3 2025
Added 10.2%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
17,462
shares
|
$392,371
0.04% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
15,600
shares
|
$350,532
0.0% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
14,603
shares
|
$328,129
0.18% of portfolio
|
Q3 2025
Reduced 29.1%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
14,272
shares
|
$320,691
0.01% of portfolio
|
Q1 2024
Added 0.2%
|
|
|
Great Banc Trust CO
Lisle, IL |
Nov 14, 2025 Q3 2025 |
13,800
shares
|
$310,086
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
11,927
shares
|
$267,999
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
9,629
shares
|
$216,363
0.0% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
4,418
shares
|
$99,272
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
3,458
shares
|
$77,701
0.02% of portfolio
|
Q3 2023
Added 0.35%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
2,416
shares
|
$54,287
0.0% of portfolio
|
Q3 2025
Reduced 89.14%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
2,300
shares
|
$51,681
0.0% of portfolio
|
Q3 2024
Reduced 97.78%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
1,160
shares
|
$26,065
0.01% of portfolio
|
Q3 2025
Reduced 19.44%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
928
shares
|
$20,852
0.0% of portfolio
|
Q4 2024
Added 7.28%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
826
shares
|
$18,560
0.01% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
792
shares
|
$17,796
0.0% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
663
shares
|
$14,897
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
241
shares
|
$5,415
0.0% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
223
shares
|
$5,010
0.0% of portfolio
|
Q2 2025
Added 112.38%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
223
shares
|
$5,010
0.0% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
219
shares
|
$4,920
0.0% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
166
shares
|
$3,730
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|