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 58 institutions that hold shares in the stock, with a total of 6.26 Million shares, which have been reported (via 13F filing form) to have a value of $140 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 13, 2024 Q1 2024 |
1,025,391
shares
|
$22.9 Million
2.05% of portfolio
|
Q1 2024
Added 13.83%
|
|
|
Trilogy Capital Inc.
|
Apr 17, 2024 Q1 2024 |
700,133
shares
|
$15.6 Million
0.91% of portfolio
|
Q1 2024
Reduced 2.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
644,487
shares
|
$14.4 Million
0.0% of portfolio
|
Q1 2024
Reduced 17.78%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
643,346
shares
|
$14.3 Million
0.01% of portfolio
|
Q1 2024
Added 0.76%
|
|
|
Win Advisors, Inc
|
Apr 24, 2024 Q1 2024 |
518,394
shares
|
$11.6 Million
5.04% of portfolio
|
Q1 2024
New holding
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
297,579
shares
|
$6.64 Million
2.28% of portfolio
|
Q1 2023
Added 2.78%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
255,669
shares
|
$5.7 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.89%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
238,936
shares
|
$5.33 Million
0.02% of portfolio
|
Q1 2024
Reduced 4.25%
|
|
|
Mc Adam, LLC
|
Apr 23, 2024 Q1 2024 |
206,712
shares
|
$4.61 Million
0.3% of portfolio
|
Q1 2024
Added 15.7%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
May 10, 2024 Q1 2024 |
116,686
shares
|
$2.6 Million
0.41% of portfolio
|
Q1 2024
Reduced 3.05%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 25, 2024 Q1 2024 |
102,826
shares
|
$2.29 Million
0.26% of portfolio
|
Q1 2024
Reduced 3.39%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
100,570
shares
|
$2.24 Million
0.01% of portfolio
|
Q1 2024
Added 5.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
96,611
shares
|
$2.15 Million
0.0% of portfolio
|
Q1 2024
Reduced 13.36%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 18, 2024 Q1 2024 |
90,605
shares
|
$2.02 Million
1.3% of portfolio
|
Q1 2024
Added 3.61%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
88,858
shares
|
$1.98 Million
0.0% of portfolio
|
Q1 2024
Reduced 16.35%
|
|
|
Sykon Capital LLC
Harrison, NY |
May 08, 2024 Q1 2024 |
81,031
shares
|
$1.81 Million
0.65% of portfolio
|
Q1 2024
Reduced 49.86%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
76,290
shares
|
$1.7 Million
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
72,378
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2024
Reduced 82.82%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2024 Q1 2024 |
72,302
shares
|
$1.61 Million
0.51% of portfolio
|
Q1 2024
Added 362.38%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
60,243
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2024
Added 1.78%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
57,839
shares
|
$1.29 Million
0.06% of portfolio
|
Q1 2024
Added 3.14%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
57,298
shares
|
$1.28 Million
0.04% of portfolio
|
Q1 2024
Added 104.65%
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
53,003
shares
|
$1.18 Million
0.01% of portfolio
|
Q1 2024
Added 18.95%
|
|
|
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%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Jun 21, 2024 Q1 2024 |
45,563
shares
|
$1.02 Million
0.47% of portfolio
|
Q1 2024
Added 1.07%
|
|