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

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

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$2.48M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$3.18M
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AGZD Institutional Buying and Selling by Quarter

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/14/2024Connectus Wealth LLC14,243$312K0.0%-5.0%0.195%
1/31/2024Goodman Advisory Group LLC15,637$343K0.1%-85.2%0.214%
1/10/2024Creative Financial Designs Inc. ADV11,038$242K0.0%-53.6%0.143%
11/16/2023Front Row Advisors LLC2,442$54K0.0%+58.9%0.026%
10/11/2023Goodman Advisory Group LLC105,605$2.34M0.9%N/A1.123%
7/31/2023NEIRG Wealth Management LLC8,034$355K0.1%-34.8%0.175%
7/26/2023Creative Financial Designs Inc. ADV12,113$536K0.1%-18.1%0.255%
5/23/2023Front Row Advisors LLC1,537$67K0.0%+24.3%0.029%
5/5/2023Silver Oak Securities Incorporated139,879$6.09M1.0%-19.8%2.639%
5/4/2023NEIRG Wealth Management LLC12,322$536K0.1%-1.9%0.232%
4/25/2023Creative 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%
3/6/2023OLD Mission Capital LLC114,211$4.96M0.1%N/A1.799%
2/13/2023Integrated Wealth Concepts LLC9,561$415K0.0%+36.5%0.151%
2/2/2023NEIRG Wealth Management LLC12,563$546K0.1%-9.6%0.192%
2/2/2023Silver Oak Securities Incorporated174,480$7.58M1.4%-2.1%2.664%
2/1/2023Creative 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%
11/15/2022Flow Traders U.S. LLC6,343$289K0.0%+25.6%0.087%
11/7/2022NEIRG Wealth Management LLC13,902$634K0.1%+30.6%0.192%
10/25/2022SAM Advisors LLC76,937$3.51M1.7%N/A1.061%
10/20/2022Silver 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%
8/13/2022Flow Traders U.S. LLC5,052$230K0.0%N/A0.059%
8/8/2022Integrated Wealth Concepts LLC7,044$321K0.0%N/A0.083%
8/5/2022OLD Mission Capital LLC46,577$2.12M0.1%N/A0.548%
8/4/2022NEIRG Wealth Management LLC10,644$485K0.1%+31.0%0.125%
6/8/2022USAdvisors Wealth Management LLC8,669$403K0.2%-12.8%0.105%
5/11/2022NEIRG Wealth Management LLC8,128$377K0.1%-39.6%0.097%
5/3/2022Jackson Creek Investment Advisors LLC12,491$580K0.2%N/A0.153%
5/2/2022Mengis Capital Management Inc.28,469$1.32M0.3%-9.8%0.349%
4/21/2022Western Pacific Wealth Management LP650$30K0.0%N/A0.008%
3/9/2022Front Row Advisors LLC1,700$79K0.0%+70.0%0.026%
2/14/2022USAdvisors Wealth Management LLC9,936$464K0.2%-31.7%0.170%
2/7/2022NEIRG Wealth Management LLC13,467$629K0.1%N/A0.232%
2/4/2022Mengis Capital Management Inc.31,549$1.47M0.3%+3.6%0.558%
1/12/2022IFP Advisors Inc177,370$8.30M0.2%+2.6%3.285%
11/15/2021Flow Traders U.S. LLC18,508$867K0.0%-21.5%0.382%
11/15/2021Leuthold Group LLC5,013$235K0.0%N/A0.103%
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11/12/2021OLD Mission Capital LLC10,304$483K0.0%-6.2%0.212%
11/3/2021USAdvisors Wealth Management LLC14,539$681K0.3%+154.8%0.300%
11/3/2021Mengis Capital Management Inc.30,449$1.43M0.3%N/A0.628%
11/3/2021Front 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%
10/6/2021IFP Advisors Inc172,939$8.12M0.2%+2.4%3.719%
8/24/2021Flow Traders U.S. LLC23,582$1.11M0.1%-66.1%0.513%
8/13/2021OLD Mission Capital LLC10,980$516K0.0%N/A0.239%
8/13/2021Eudaimonia Partners LLC17,977$846K0.2%+2,896.2%0.391%
8/11/2021Sofos Investments Inc.6,927$326K0.1%-42.2%0.151%
8/9/2021USAdvisors Wealth Management LLC5,705$268K0.1%-69.7%0.124%
8/1/2021Interactive Financial Advisors6,450$303K0.1%-13.5%0.142%
7/31/2021IFP Advisors Inc168,946$7.96M0.2%N/A3.713%
5/18/2021Flow Traders U.S. LLC69,548$3.27M0.2%+1,245.7%1.656%
5/17/2021Eudaimonia Partners LLC600$28K0.0%N/A0.014%
5/14/2021Stonebridge Capital Advisors LLC932$44K0.0%N/A0.022%
5/11/2021USAdvisors Wealth Management LLC18,804$883K0.4%-86.3%0.448%
5/11/2021Interactive Financial Advisors7,457$351K0.1%+21.6%0.173%
4/6/2021Carroll Financial Associates Inc.6,213$292K0.0%+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$267K0.2%+5.9%0.289%
4/28/2020USAdvisors Wealth Management LLC134,233$6.65M4.1%-35.4%6.712%
(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, 16 institutional investors and hedge funds held shares of WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund. The most heavily invested institutionals were Silver Oak Securities Incorporated ($6.09M), OLD Mission Capital LLC ($4.96M), SAM Advisors LLC ($3.51M), Tower Wealth Partners Inc. ($1.63M), Mengis Capital Management Inc. ($1.32M), Jackson Creek Investment Advisors LLC ($580K), and Integrated Wealth Concepts LLC ($415K).Learn more on AGZD's institutional investors.

Which institutional investors have been buying WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund stock?

Of the 12 institutional investors that purchased WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: OLD Mission Capital LLC ($160.79K), Goodman Advisory Group LLC ($105.61K), SAM Advisors LLC ($76.94K), Tower Wealth Partners Inc. ($42.09K), Creative Financial Designs Inc. ADV ($14.79K), Jackson Creek Investment Advisors LLC ($12.49K), and Integrated Wealth Concepts LLC ($9.60K).

How much institutional buying is happening at WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund?

Institutional investors have bought a total of 438,406 shares in the last 24 months. This purchase volume represents approximately $17.09M 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), Silver Oak Securities Incorporated ($39.69K), Creative Financial Designs Inc. ADV ($15.45K), NEIRG Wealth Management LLC ($11.21K), Mengis Capital Management Inc. ($3.08K), USAdvisors Wealth Management LLC ($1.27K), 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 161,415 shares in the last 24 months. This volume of shares sold represents approximately $3.91M in transactions.


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This page (NASDAQ:AGZD) was last updated on 4/26/2024 by MarketBeat.com Staff

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