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 $111 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
488
shares
|
$10,887
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
310
shares
|
$6,916
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
236
shares
|
$5,265
0.0% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
235
shares
|
$5,242
0.0% of portfolio
|
Q1 2025
Added 23400.0%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
218
shares
|
$4,863
0.0% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
218
shares
|
$4,863
0.0% of portfolio
|
Q1 2025
Reduced 65.88%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
166
shares
|
$3,703
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
116
shares
|
$2,587
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
105
shares
|
$2,342
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
70
shares
|
$1,561
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
42
shares
|
$937
0.0% of portfolio
|
Q4 2024
Reduced 99.88%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
17
shares
|
$379
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|