WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) Institutional Ownership $22.31 -0.02 (-0.09%) Closing price 05/21/2025 03:59 PM EasternExtended Trading$22.30 0.00 (-0.02%) As of 08:04 AM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (NASDAQ:AGZD)Number ofInstitutional Buyers(last 12 months)4TotalInstitutional Inflows(last 12 months)$3.36MNumber ofInstitutional Sellers(last 12 months)1TotalInstitutional Outflows(last 12 months)$43.52K Get AGZD Insider Trade Alerts Want to know when executives and insiders are buying or selling WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data AGZD Institutional Buying and Selling by Quarter WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/15/2025 OLD Mission Capital LLC80,132$1.79M0.0%+306.6%1.406% 4/23/2025 Creative Financial Designs Inc. ADV15,877$355K0.0%+7.8%0.274% 2/17/2025 Captrust Financial Advisors228,639$5.14M0.0%+0.9%3.658% 2/12/2025 OLD Mission Capital LLC19,708$443K0.0%N/A0.315% 11/14/2024 Captrust Financial Advisors226,690$5.08M0.0%-0.8%3.942% 10/28/2024 Creative Financial Designs Inc. ADV14,770$331K0.0%+4.1%0.202% 8/16/2024 Goodman Advisory Group LLC138,892$3.10M0.9%+92.1%1.852% 2/14/2024Connectus Wealth LLC14,243$312K0.0%-5.0%0.195% 1/31/2024 Goodman Advisory Group LLC15,637$343K0.1%-85.2%0.214% 1/10/2024 Creative Financial Designs Inc. ADV11,038$242K0.0%-53.6%0.143% Get the Latest News and Ratings for AGZD and Related StocksEnter your email address below to receive the latest news and analysts' ratings for WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund and its competitors with MarketBeat's FREE daily newsletter. 11/16/2023 Front Row Advisors LLC2,442$54K0.0%+58.9%0.026% 10/11/2023 Goodman Advisory Group LLC105,605$2.34M0.9%N/A1.123% 7/31/2023NEIRG Wealth Management LLC8,034$355K0.1%-34.8%0.175% 7/26/2023 Creative Financial Designs Inc. ADV12,113$536K0.1%-18.1%0.255% 5/23/2023 Front Row Advisors LLC1,537$67K0.0%+24.3%0.029% 5/5/2023 Silver Oak Securities Incorporated139,879$6.09M1.0%-19.8%2.639% 5/4/2023NEIRG Wealth Management LLC12,322$536K0.1%-1.9%0.232% 4/25/2023 Creative Financial Designs Inc. ADV14,790$644K0.1%+54.7%0.279% 4/12/2023 Private Trust Co. NA631$27K0.0%+1,812.1%0.012% 3/6/2023 OLD Mission Capital LLC114,211$4.96M0.1%N/A1.799% 2/13/2023 Integrated Wealth Concepts LLC9,561$415K0.0%+36.5%0.151% 2/2/2023NEIRG Wealth Management LLC12,563$546K0.1%-9.6%0.192% 2/2/2023 Silver Oak Securities Incorporated174,480$7.58M1.4%-2.1%2.664% 2/1/2023 Creative Financial Designs Inc. ADV9,563$416K0.1%N/A0.146% 1/31/2023 Tower Wealth Partners Inc.37,450$1.63M1.4%+0.6%0.572% 11/15/2022 Flow Traders U.S. LLC6,343$289K0.0%+25.6%0.087% 11/7/2022NEIRG Wealth Management LLC13,902$634K0.1%+30.6%0.192% 10/25/2022 SAM Advisors LLC76,937$3.51M1.7%N/A1.061% 10/20/2022 Silver Oak Securities Incorporated178,200$8.12M1.8%-0.8%2.392% 8/16/2022Rain Capital Management LLC2,188$100K0.1%N/A0.026% 8/15/2022 Tower Wealth Partners Inc.41,852$1.91M2.5%N/A0.492% 8/13/2022 Flow Traders U.S. LLC5,052$230K0.0%N/A0.059% 8/8/2022 Integrated Wealth Concepts LLC7,044$321K0.0%N/A0.083% 8/5/2022 OLD Mission Capital LLC46,577$2.12M0.1%N/A0.548% 8/4/2022NEIRG Wealth Management LLC10,644$485K0.1%+31.0%0.125% 6/8/2022 USAdvisors Wealth Management LLC8,669$403K0.2%-12.8%0.105% 5/11/2022NEIRG Wealth Management LLC8,128$377K0.1%-39.6%0.097% 5/3/2022 Jackson Creek Investment Advisors LLC12,491$580K0.2%N/A0.153% 5/2/2022 Mengis Capital Management Inc.28,469$1.32M0.3%-9.8%0.349% 4/21/2022 Western Pacific Wealth Management LP650$30K0.0%N/A0.008% The DOJ Just Said Your Money Isn’t Yours (Ad)What If Washington Declared That: YOUR Money ISN'T Actually Yours? 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It means Washington thinks they can seize, freeze, or drain your accounts—whenever they want.Get your free guide now by clicking here >>3/9/2022 Front Row Advisors LLC1,700$79K0.0%+70.0%0.026% 2/14/2022 USAdvisors Wealth Management LLC9,936$464K0.2%-31.7%0.170% 2/7/2022NEIRG Wealth Management LLC13,467$629K0.1%N/A0.232% 2/4/2022 Mengis Capital Management Inc.31,549$1.47M0.3%+3.6%0.558% 1/12/2022 IFP Advisors Inc177,370$8.30M0.2%+2.6%3.285% 11/15/2021 Flow Traders U.S. LLC18,508$867K0.0%-21.5%0.382% 11/15/2021 Leuthold Group LLC5,013$235K0.0%N/A0.103% 11/12/2021 OLD Mission Capital LLC10,304$483K0.0%-6.2%0.212% 11/3/2021 USAdvisors Wealth Management LLC14,539$681K0.3%+154.8%0.300% 11/3/2021 Mengis Capital Management Inc.30,449$1.43M0.3%N/A0.628% 11/3/2021 Front Row Advisors LLC1,000$47K0.0%N/A0.021% 10/25/2021Eudaimonia Partners LLC19,040$892K0.2%+5.9%0.401% 10/7/2021Carroll Financial Associates Inc.3,940$184K0.0%-13.3%0.085% 10/6/2021 IFP Advisors Inc172,939$8.12M0.2%+2.4%3.719% 8/24/2021 Flow Traders U.S. LLC23,582$1.11M0.1%-66.1%0.513% 8/13/2021 OLD Mission Capital LLC10,980$516K0.0%N/A0.239% 8/13/2021Eudaimonia Partners LLC17,977$846K0.2%+2,896.2%0.391% 8/11/2021 Sofos Investments Inc.6,927$326K0.1%-42.2%0.151% 8/9/2021 USAdvisors Wealth Management LLC5,705$268K0.1%-69.7%0.124% 8/1/2021 Interactive Financial Advisors6,450$303K0.1%-13.5%0.142% 7/31/2021 IFP Advisors Inc168,946$7.96M0.2%N/A3.713% 5/18/2021 Flow Traders U.S. LLC69,548$3.27M0.2%+1,245.7%1.656% 5/17/2021Eudaimonia Partners LLC600$28K0.0%N/A0.014% 5/14/2021 Stonebridge Capital Advisors LLC932$44K0.0%N/A0.022% 5/11/2021 USAdvisors Wealth Management LLC18,804$883K0.4%-86.3%0.448% 5/11/2021 Interactive Financial Advisors7,457$351K0.1%+21.6%0.173% (Data available from 1/1/2016 forward) AGZD Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of AGZD shares? During the previous two years, the following institutional investors and hedge funds held shares of WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund shares: Captrust Financial Advisors ($5.14M), Goodman Advisory Group LLC ($3.10M), OLD Mission Capital LLC ($1.79M), Creative Financial Designs Inc. ADV ($355K), NEIRG Wealth Management LLC ($355K), and Connectus Wealth LLC ($312K), and Front Row Advisors LLC ($54K).Learn more on AGZD's institutional investors. Which institutional investors have been buying WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund stock? The following institutional investors have purchased WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund stock in the last 24 months: Goodman Advisory Group LLC ($172.20K), OLD Mission Capital LLC ($80.13K), Captrust Financial Advisors ($1.95K), Creative Financial Designs Inc. ADV ($1.74K), and Front Row Advisors LLC ($1.21K). How much institutional buying is happening at WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund? Institutional investors have bought a total of 257,216 shares in the last 24 months. This purchase volume represents approximately $5.73M in transactions. Which WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund major shareholders have been selling company stock? The following institutional investors have sold WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund stock in the last 24 months: Goodman Advisory Group LLC ($89.97K), Creative Financial Designs Inc. ADV ($15.45K), NEIRG Wealth Management LLC ($4.29K), Captrust Financial Advisors ($1.94K), and Connectus Wealth LLC ($754.00). How much institutional selling is happening at WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund? Institutional investors have sold a total of 112,398 shares in the last 24 months. This volume of shares sold represents approximately $2.47M in transactions. 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