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 |
---|---|---|---|---|---|
Clear Point Advisors Inc.
Melville, NY |
May 15, 2024 Q1 2024 |
2,334
shares
|
$52,048
0.04% of portfolio
|
Q1 2024
Added 0.91%
|
|
National Bank Of Canada
|
May 13, 2024 Q1 2024 |
865
shares
|
$19,289
0.0% of portfolio
|
Q3 2023
Added 99.31%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
May 14, 2024 Q1 2024 |
627
shares
|
$13,982
0.0% of portfolio
|
Q1 2024
Reduced 12.67%
|
|
Creekmur Asset Management LLC
Morton, IL |
May 15, 2024 Q1 2024 |
314
shares
|
$7,002
0.0% of portfolio
|
Q1 2024
Added 50.96%
|
|
Investors Research Corp
|
May 06, 2024 Q1 2024 |
310
shares
|
$6,913
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
Financial Gravity Asset Management, Inc.
|
Jun 26, 2024 Q1 2024 |
6
shares
|
$133
0.0% of portfolio
|
Q1 2024
Reduced 87.76%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1
shares
|
$22
0.0% of portfolio
|
Q1 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|