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 |
---|---|---|---|---|---|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
44,846
shares
|
$1 Million
0.0% of portfolio
|
Q1 2024
Reduced 9.31%
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
42,348
shares
|
$944,360
0.73% of portfolio
|
Q1 2024
Added 4.52%
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2024 Q1 2024 |
41,108
shares
|
$916,708
0.08% of portfolio
|
Q1 2024
Reduced 41.33%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
39,325
shares
|
$876,947
0.0% of portfolio
|
Q1 2024
Reduced 21.57%
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
35,473
shares
|
$791,047
0.22% of portfolio
|
Q1 2023
Added 4.38%
|
|
Empirical Asset Management, LLC
|
May 10, 2024 Q1 2024 |
35,441
shares
|
$790,334
0.26% of portfolio
|
Q1 2024
Added 0.88%
|
|
Significant Wealth Partners LLC
Cary, IL |
May 07, 2024 Q1 2024 |
24,373
shares
|
$543,517
0.35% of portfolio
|
Q1 2024
Added 102.52%
|
|
Interactive Financial Advisors
Chicago, IL |
May 03, 2024 Q1 2024 |
22,800
shares
|
$508,440
0.29% of portfolio
|
Q1 2024
Added 277.67%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
22,362
shares
|
$498,672
0.0% of portfolio
|
Q1 2024
Added 0.71%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
21,780
shares
|
$485,694
0.0% of portfolio
|
Q1 2024
Reduced 71.59%
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
May 02, 2024 Q1 2024 |
18,188
shares
|
$405,592
0.01% of portfolio
|
Q3 2023
Added 28.19%
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 10, 2024 Q1 2024 |
17,462
shares
|
$389,402
0.05% of portfolio
|
Q3 2023
Added 100.0%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
15,719
shares
|
$350,533
0.0% of portfolio
|
Q1 2024
Reduced 13.23%
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
May 15, 2024 Q1 2024 |
15,242
shares
|
$339,896
0.1% of portfolio
|
Q1 2024
Reduced 7.06%
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Apr 18, 2024 Q1 2024 |
14,776
shares
|
$329,504
0.27% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
14,434
shares
|
$321,878
0.0% of portfolio
|
Q1 2024
Reduced 91.19%
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
14,272
shares
|
$318,265
0.01% of portfolio
|
Q1 2024
Added 0.2%
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
13,969
shares
|
$311,508
0.03% of portfolio
|
Q1 2024
Added 26.55%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
13,157
shares
|
$293,401
0.0% of portfolio
|
Q1 2024
Added 3.9%
|
|
Rda Financial Network
|
Apr 11, 2024 Q1 2024 |
13,136
shares
|
$292,932
0.1% of portfolio
|
Q1 2024
Reduced 0.73%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
7,195
shares
|
$160,448
0.0% of portfolio
|
Q1 2024
Reduced 77.0%
|
|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
7,114
shares
|
$158,642
0.0% of portfolio
|
Q1 2024
New holding
|
|
Pacific Capital Wealth Advisors, Inc
|
May 15, 2024 Q1 2024 |
4,428
shares
|
$98,744
0.02% of portfolio
|
Q4 2023
New holding
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
May 01, 2024 Q1 2024 |
3,458
shares
|
$77,113
0.02% of portfolio
|
Q3 2023
Added 0.35%
|
|
Front Row Advisors LLC
Tiburon, CA |
May 14, 2024 Q1 2024 |
2,350
shares
|
$52,405
0.02% of portfolio
|
Q4 2023
Reduced 3.77%
|