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 4.97 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 |
|---|---|---|---|---|---|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
916,944
shares
|
$20.5 Million
1.1% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
514,870
shares
|
$11.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
428,285
shares
|
$9.56 Million
0.0% of portfolio
|
Q1 2025
Reduced 26.0%
|
|
|
Win Advisors, Inc
|
Apr 23, 2025 Q1 2025 |
382,502
shares
|
$8.53 Million
4.7% of portfolio
|
Q1 2025
Added 826.81%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
297,579
shares
|
$6.64 Million
2.28% of portfolio
|
Q1 2023
Added 2.78%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
228,274
shares
|
$5.09 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
205,068
shares
|
$4.58 Million
0.0% of portfolio
|
Q1 2025
Added 178.24%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
203,166
shares
|
$4.53 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 15, 2025 Q1 2025 |
198,633
shares
|
$4.43 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
181,235
shares
|
$4.04 Million
3.58% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
133,036
shares
|
$2.97 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
110,638
shares
|
$2.47 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Sykon Capital LLC
Harrison, NY |
May 15, 2025 Q1 2025 |
103,568
shares
|
$2.31 Million
0.88% of portfolio
|
Q1 2025
Reduced 39.93%
|
|
|
Wbi Investments, Inc.
|
Feb 14, 2025 Q4 2024 |
87,082
shares
|
$1.94 Million
0.52% of portfolio
|
Q4 2024
Reduced 42.95%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
80,387
shares
|
$1.79 Million
0.06% of portfolio
|
Q1 2025
Added 21.37%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
80,132
shares
|
$1.79 Million
0.01% of portfolio
|
Q1 2025
Added 306.6%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
65,052
shares
|
$1.45 Million
0.0% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
58,583
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2025
Added 25.87%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
54,192
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
Added 27.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
54,152
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
51,478
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
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%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
42,348
shares
|
$944,783
0.73% of portfolio
|
Q1 2024
Added 4.52%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
36,206
shares
|
$807,755
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
35,473
shares
|
$791,402
0.22% of portfolio
|
Q1 2023
Added 4.38%
|