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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
218
shares
|
$4,915
0.0% of portfolio
|
Q1 2025
Reduced 65.88%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
166
shares
|
$3,743
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
42
shares
|
$947
0.0% of portfolio
|
Q4 2024
Reduced 99.88%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|