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 63 institutions that hold shares in the stock, with a total of 4.92 Million shares, which have been reported (via 13F filing form) to have a value of $110 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
35,097
shares
|
$785,119
0.0% of portfolio
|
Q1 2025
Added 13.67%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
32,780
shares
|
$733,288
0.0% of portfolio
|
Q1 2025
Reduced 87.51%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
29,997
shares
|
$671,032
0.03% of portfolio
|
Q1 2025
Added 9.22%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
23,357
shares
|
$522,496
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
21,237
shares
|
$475,071
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
20,929
shares
|
$468,181
0.26% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
19,179
shares
|
$429,034
0.0% of portfolio
|
Q1 2025
Reduced 16.61%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
18,421
shares
|
$412,077
0.02% of portfolio
|
Q1 2025
Reduced 62.12%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
18,188
shares
|
$406,865
0.01% of portfolio
|
Q3 2023
Added 28.19%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
17,933
shares
|
$401,161
0.05% of portfolio
|
Q1 2025
Added 42.87%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
17,462
shares
|
$390,624
0.05% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
15,877
shares
|
$355,168
0.03% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
14,272
shares
|
$319,264
0.01% of portfolio
|
Q1 2024
Added 0.2%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
12,944
shares
|
$289,557
0.0% of portfolio
|
Q1 2025
Reduced 4.68%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
12,734
shares
|
$284,859
0.0% of portfolio
|
Q1 2025
Reduced 93.25%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
12,475
shares
|
$279,065
0.02% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
11,110
shares
|
$248,530
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Mark Investments, LLC
Chicago, IL |
Apr 22, 2025 Q1 2025 |
11,013
shares
|
$246,360
0.06% of portfolio
|
Q1 2025
Reduced 43.76%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
10,403
shares
|
$232,715
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
3,458
shares
|
$77,355
0.02% of portfolio
|
Q3 2023
Added 0.35%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
2,300
shares
|
$51,451
0.0% of portfolio
|
Q3 2024
Reduced 97.78%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
2,000
shares
|
$44,740
0.02% of portfolio
|
Q2 2024
Reduced 14.89%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
1,590
shares
|
$35,568
0.02% of portfolio
|
Q1 2025
Reduced 21.79%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
928
shares
|
$20,759
0.0% of portfolio
|
Q4 2024
Added 7.28%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
805
shares
|
$18,007
0.0% of portfolio
|
Q4 2024
New holding
|