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 59 institutions that hold shares in the stock, with a total of 6.12 Million shares, which have been reported (via 13F filing form) to have a value of $138 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
35,031
shares
|
$790,299
0.0% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
34,128
shares
|
$769,927
0.31% of portfolio
|
Q3 2024
Reduced 9.9%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
31,894
shares
|
$719,528
0.0% of portfolio
|
Q3 2024
Reduced 62.87%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
31,074
shares
|
$701,029
0.04% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
27,925
shares
|
$629,988
0.0% of portfolio
|
Q3 2024
Reduced 47.06%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
27,138
shares
|
$612,233
0.0% of portfolio
|
Q3 2024
Added 19.99%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
26,498
shares
|
$597,794
0.0% of portfolio
|
Q3 2024
Reduced 53.98%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
21,078
shares
|
$475,519
0.25% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
19,814
shares
|
$447,003
0.0% of portfolio
|
Q3 2024
Reduced 28.55%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
18,188
shares
|
$410,321
0.01% of portfolio
|
Q3 2023
Added 28.19%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
17,462
shares
|
$393,942
0.05% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
14,770
shares
|
$333,211
0.03% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
14,272
shares
|
$321,976
0.01% of portfolio
|
Q1 2024
Added 0.2%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Nov 18, 2024 Q3 2024 |
14,058
shares
|
$317,148
0.22% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
11,129
shares
|
$251,070
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
3,458
shares
|
$78,012
0.02% of portfolio
|
Q3 2023
Added 0.35%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
2,300
shares
|
$51,888
0.01% of portfolio
|
Q3 2024
Reduced 97.78%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$45,120
0.02% of portfolio
|
Q2 2024
Reduced 14.89%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
1,903
shares
|
$42,931
0.03% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
1,046
shares
|
$23,597
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
865
shares
|
$19,514
0.0% of portfolio
|
Q3 2023
Added 99.31%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
639
shares
|
$14,415
0.0% of portfolio
|
Q3 2024
Added 63800.0%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
488
shares
|
$11,009
0.0% of portfolio
|
Q3 2024
Reduced 99.65%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
310
shares
|
$6,993
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
304
shares
|
$6,858
0.0% of portfolio
|
Q2 2024
New holding
|