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 60 institutions that hold shares in the stock, with a total of 6.46 Million shares, which have been reported (via 13F filing form) to have a value of $145 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 07, 2024 Q2 2024 |
934,950
shares
|
$20.9 Million
1.52% of portfolio
|
Q2 2024
Reduced 8.82%
|
|
Trilogy Capital Inc.
|
Jul 22, 2024 Q2 2024 |
734,328
shares
|
$16.4 Million
0.9% of portfolio
|
Q2 2024
Added 4.88%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
712,713
shares
|
$16 Million
0.01% of portfolio
|
Q2 2024
Added 10.78%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
621,216
shares
|
$13.9 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.61%
|
|
Win Advisors, Inc
|
Aug 02, 2024 Q2 2024 |
485,240
shares
|
$10.9 Million
4.9% of portfolio
|
Q2 2024
Reduced 6.4%
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
297,579
shares
|
$6.66 Million
2.28% of portfolio
|
Q1 2023
Added 2.78%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
253,178
shares
|
$5.67 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
228,631
shares
|
$5.12 Million
0.02% of portfolio
|
Q2 2024
Reduced 4.31%
|
|
Mc Adam, LLC
|
Jul 24, 2024 Q2 2024 |
228,543
shares
|
$5.12 Million
0.31% of portfolio
|
Q2 2024
Added 10.56%
|
|
Sykon Capital LLC
Harrison, NY |
Aug 08, 2024 Q2 2024 |
163,371
shares
|
$3.66 Million
1.37% of portfolio
|
Q2 2024
Added 101.62%
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2024 Q2 2024 |
138,892
shares
|
$3.11 Million
0.93% of portfolio
|
Q2 2024
Added 92.1%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
114,731
shares
|
$2.57 Million
0.4% of portfolio
|
Q2 2024
Reduced 1.68%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
108,112
shares
|
$2.42 Million
0.09% of portfolio
|
Q2 2024
Added 41.71%
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
103,674
shares
|
$2.32 Million
0.25% of portfolio
|
Q2 2024
Added 0.82%
|
|
Axs Investments LLC
Port Chester, NY |
Aug 13, 2024 Q2 2024 |
88,964
shares
|
$1.99 Million
0.57% of portfolio
|
Q2 2024
New holding
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
85,905
shares
|
$1.92 Million
0.0% of portfolio
|
Q2 2024
Added 18.69%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
85,889
shares
|
$1.92 Million
0.01% of portfolio
|
Q2 2024
Reduced 14.6%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
83,968
shares
|
$1.88 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.5%
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Aug 09, 2024 Q2 2024 |
69,275
shares
|
$1.55 Million
0.96% of portfolio
|
Q2 2024
Reduced 23.54%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
63,165
shares
|
$1.41 Million
0.04% of portfolio
|
Q2 2024
Added 10.24%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
61,377
shares
|
$1.37 Million
0.0% of portfolio
|
Q2 2024
Added 1.88%
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
61,348
shares
|
$1.37 Million
0.06% of portfolio
|
Q2 2024
Added 6.07%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
60,788
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2024
Reduced 37.08%
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
58,054
shares
|
$1.3 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
57,580
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2024
Added 46.42%
|