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 6.12 Million shares, which have been reported (via 13F filing form) to have a value of $138 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
1,028,176
shares
|
$23.2 Million
1.4% of portfolio
|
Q3 2024
Added 9.97%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
855,867
shares
|
$19.3 Million
1.0% of portfolio
|
Q3 2024
Added 16.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
634,062
shares
|
$14.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
613,753
shares
|
$13.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Win Advisors, Inc
|
Oct 31, 2024 Q3 2024 |
459,149
shares
|
$10.4 Million
5.08% of portfolio
|
Q3 2024
Reduced 5.38%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
297,579
shares
|
$6.72 Million
2.28% of portfolio
|
Q1 2023
Added 2.78%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
254,665
shares
|
$5.75 Million
0.01% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
226,690
shares
|
$5.12 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
196,172
shares
|
$4.43 Million
0.25% of portfolio
|
Q3 2024
Reduced 14.16%
|
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
152,632
shares
|
$3.45 Million
0.85% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
113,155
shares
|
$2.56 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
110,425
shares
|
$2.49 Million
0.11% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
83,821
shares
|
$1.89 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
82,834
shares
|
$1.87 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
80,833
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
77,933
shares
|
$1.76 Million
0.62% of portfolio
|
Q3 2024
Reduced 52.3%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
71,125
shares
|
$1.61 Million
0.05% of portfolio
|
Q3 2024
Added 12.6%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 13, 2024 Q3 2024 |
70,902
shares
|
$1.6 Million
0.45% of portfolio
|
Q3 2024
Reduced 20.3%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Oct 28, 2024 Q3 2024 |
70,708
shares
|
$1.6 Million
0.92% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
62,728
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
52,917
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.95%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
47,574
shares
|
$1.07 Million
0.09% of portfolio
|
Q3 2022
Reduced 12.58%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
43,304
shares
|
$977,804
0.0% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
42,348
shares
|
$956,217
0.73% of portfolio
|
Q1 2024
Added 4.52%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
35,473
shares
|
$800,980
0.22% of portfolio
|
Q1 2023
Added 4.38%
|