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 54 institutions that hold shares in the stock, with a total of 3.41 Million shares, which have been reported (via 13F filing form) to have a value of $77 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
23,283
shares
|
$525,031
0.0% of portfolio
|
Q2 2025
Reduced 54.77%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
22,892
shares
|
$516,214
0.0% of portfolio
|
Q2 2025
Reduced 71.43%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
22,246
shares
|
$501,647
0.03% of portfolio
|
Q2 2025
Reduced 25.84%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
21,720
shares
|
$489,786
0.0% of portfolio
|
Q2 2025
Reduced 7.01%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
20,598
shares
|
$464,484
0.23% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
18,421
shares
|
$415,393
0.02% of portfolio
|
Q1 2025
Reduced 62.12%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
17,462
shares
|
$393,768
0.04% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
16,915
shares
|
$381,433
0.02% of portfolio
|
Q2 2025
Added 35.59%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
16,124
shares
|
$363,596
0.03% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
15,823
shares
|
$356,808
0.0% of portfolio
|
Q2 2025
Reduced 17.5%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
14,272
shares
|
$321,833
0.01% of portfolio
|
Q1 2024
Added 0.2%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
11,110
shares
|
$250,530
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
9,616
shares
|
$216,840
0.0% of portfolio
|
Q2 2025
Reduced 24.49%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
5,745
shares
|
$129,549
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
3,458
shares
|
$77,977
0.02% of portfolio
|
Q3 2023
Added 0.35%
|
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2025 Q2 2025 |
2,874
shares
|
$64,808
0.02% of portfolio
|
Q2 2025
Added 488.93%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
2,300
shares
|
$51,865
0.0% of portfolio
|
Q3 2024
Reduced 97.78%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
1,440
shares
|
$32,472
0.01% of portfolio
|
Q2 2025
Reduced 28.0%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
928
shares
|
$20,926
0.0% of portfolio
|
Q4 2024
Added 7.28%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
827
shares
|
$18,648
0.01% of portfolio
|
Q2 2025
Reduced 47.99%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
805
shares
|
$18,152
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
239
shares
|
$5,389
0.0% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
237
shares
|
$5,344
0.0% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
223
shares
|
$5,028
0.0% of portfolio
|
Q2 2025
Added 112.38%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
220
shares
|
$4,961
0.0% of portfolio
|
Q2 2025
Added 0.92%
|