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 56 institutions that hold shares in the stock, with a total of 3.59 Million shares, which have been reported (via 13F filing form) to have a value of $80.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
478,612
shares
|
$10.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
376,576
shares
|
$8.41 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.07%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
297,579
shares
|
$6.65 Million
2.28% of portfolio
|
Q1 2023
Added 2.78%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
225,858
shares
|
$5.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
216,313
shares
|
$4.83 Million
0.27% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
195,383
shares
|
$4.36 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
190,000
shares
|
$4.24 Million
0.21% of portfolio
|
Q2 2025
Reduced 79.28%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
181,235
shares
|
$4.05 Million
3.58% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
159,300
shares
|
$3.56 Million
0.0% of portfolio
|
Q2 2025
Added 19.74%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
110,856
shares
|
$2.48 Million
0.22% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
96,233
shares
|
$2.15 Million
0.59% of portfolio
|
Q2 2025
Added 135.46%
|
|
|
Axs Investments LLC
Port Chester, NY |
Aug 11, 2025 Q2 2025 |
95,135
shares
|
$2.13 Million
0.93% of portfolio
|
Q2 2025
New holding
|
|
|
Sykon Capital LLC
Harrison, NY |
Aug 11, 2025 Q2 2025 |
82,105
shares
|
$1.83 Million
0.67% of portfolio
|
Q2 2025
Reduced 20.72%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
80,389
shares
|
$1.8 Million
0.06% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
69,901
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2025
Reduced 65.91%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
66,484
shares
|
$1.49 Million
0.0% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
56,465
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
50,602
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
48,120
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.2%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
47,574
shares
|
$1.06 Million
0.09% of portfolio
|
Q3 2022
Reduced 12.58%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
43,771
shares
|
$977,844
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
42,348
shares
|
$946,054
0.73% of portfolio
|
Q1 2024
Added 4.52%
|
|
|
Win Advisors, Inc
|
Aug 14, 2025 Q2 2025 |
36,430
shares
|
$813,846
0.41% of portfolio
|
Q2 2025
Reduced 90.48%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
35,473
shares
|
$792,466
0.22% of portfolio
|
Q1 2023
Added 4.38%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
32,263
shares
|
$720,755
0.0% of portfolio
|
Q2 2025
Reduced 8.07%
|