WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund Institutional Ownership

-0.12 (-0.25 %)
(As of 05/11/2021 12:00 AM ET)
Today's Range
50-Day Range
52-Week Range
Volume40,693 shs
Average Volume51,408 shs
Market Capitalization$197.15 million
P/E RatioN/A
Dividend Yield2.04%

Institutional Ownership

Institutional Ownership Changes (13F Filings) for WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (NASDAQ:AGZD)


Institutional Buying and Selling by Quarter

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (NASDAQ AGZD) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
5/11/2021USAdvisors Wealth Management LLC18,804$0.88M0.4%-86.3%0.448%
5/11/2021Interactive Financial Advisors7,457$0.35M0.1%+21.6%0.173%
4/6/2021Carroll Financial Associates Inc.6,213$0.29M0.0%+7,865.4%0.226%
2/11/2021USAdvisors Wealth Management LLC137,292$6.47M3.1%-7.1%7.627%
11/4/2020USAdvisors Wealth Management LLC147,812$6.95M1.1%+1.1%7.391%
10/6/2020Carroll Financial Associates Inc.116,422$5.45M0.4%+10.8%5.821%
7/9/2020Carroll Financial Associates Inc.105,038$4.94M0.4%+5.5%5.528%
5/5/2020Interactive Financial Advisors5,788$0.27M0.2%+5.9%0.289%
4/28/2020USAdvisors Wealth Management LLC134,233$6.65M4.1%-35.4%6.712%
4/10/2020Carroll Financial Associates Inc.99,516$4.58M0.5%+1.5%4.976%
2/28/2020Sofos Investments Inc.23,854$1.15M0.8%+12.3%1.325%
2/14/2020USAdvisors Wealth Management LLC207,886$9.99M5.2%+10.8%11.549%
1/8/2020Carroll Financial Associates Inc.98,062$4.71M0.4%+7.2%5.448%
10/24/2019Interactive Financial Advisors5,354$0.26M0.1%+26.4%0.315%
10/15/2019Financial Gravity Wealth Inc.21,241$1.02M0.9%+262.0%1.249%
10/9/2019Carroll Financial Associates Inc.91,479$4.37M0.4%+24.6%5.381%
7/31/2019Almanack Investment Partners LLC.3,918$0.19M0.0%-95.0%0.230%
6/30/2019Financial Gravity Wealth Inc.5,868$0.28M0.2%N/A0.345%
6/30/2019Interactive Financial Advisors4,236$0.20M0.1%+5.5%0.249%
6/30/2019Carroll Financial Associates Inc.73,445$3.50M0.3%+22.8%4.320%
5/15/2018LPL Financial LLC20,327$0.97M0.0%+17.4%2.904%
5/15/2018Ladenburg Thalmann Financial Services Inc.21,262$1.02M0.0%+279.5%3.037%
5/15/2018Jane Street Group LLC59,121$2.83M0.0%N/A8.446%
5/14/2018Commonwealth Equity Services LLC6,147$0.29M0.0%N/A0.878%
5/9/2018Lincoln National Corp4,841$0.23M0.0%-27.2%0.692%
2/15/2018LPL Financial LLC17,310$0.84M0.0%+19.4%2.885%
2/7/2018Sigma Planning Corp11,980$0.58M0.0%+14.6%1.997%
1/30/2018Private Advisory Group LLC15,297$0.74M0.4%N/A3.059%
(Data available from 1/1/2016 forward)

This page was last updated on 5/12/2021 by Staff
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