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

$22.20

0.00 (0.00%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Ownership Short Interest Trends

Number of Institutional Buyers (last 12 months): 2
Total Institutional Inflows (last 12 months): $2.36M

Number of Institutional Sellers (last 12 months): 4
Total Institutional Outflows (last 12 months): $2.42M

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.

AGZD Institutional Buying and Selling by Quarter

Ad Crypto Swap Profits

625,000% Gain

Imagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetched, but results like this are within reach with the right knowledge and timing in the altcoin market. Plus, you’ll get $10 in real Bitcoin when you stay to the end of the call and take a short quiz.

>> Dive into the Workshop Here

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

Export to Excel

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
2/14/2024	Connectus Wealth LLC	14,243	$312K	0.0%	-5.0%	0.195%
1/31/2024	Goodman Advisory Group LLC	15,637	$343K	0.1%	-85.2%	0.214%
1/10/2024	Creative Financial Designs Inc. ADV	11,038	$242K	0.0%	-53.6%	0.143%
11/16/2023	Front Row Advisors LLC	2,442	$54K	0.0%	+58.9%	0.026%
10/11/2023	Goodman Advisory Group LLC	105,605	$2.34M	0.9%	N/A	1.123%
7/31/2023	NEIRG Wealth Management LLC	8,034	$355K	0.1%	-34.8%	0.175%
Get the Latest News and Ratings for AGZD and Related Stocks Enter 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.
7/26/2023	Creative Financial Designs Inc. ADV	12,113	$536K	0.1%	-18.1%	0.255%
5/23/2023	Front Row Advisors LLC	1,537	$67K	0.0%	+24.3%	0.029%
5/5/2023	Silver Oak Securities Incorporated	139,879	$6.09M	1.0%	-19.8%	2.639%
5/4/2023	NEIRG Wealth Management LLC	12,322	$536K	0.1%	-1.9%	0.232%
4/25/2023	Creative Financial Designs Inc. ADV	14,790	$644K	0.1%	+54.7%	0.279%
4/12/2023	Private Trust Co. NA	631	$27K	0.0%	+1,812.1%	0.012%
3/6/2023	OLD Mission Capital LLC	114,211	$4.96M	0.1%	N/A	1.799%
2/13/2023	Integrated Wealth Concepts LLC	9,561	$415K	0.0%	+36.5%	0.151%
2/2/2023	NEIRG Wealth Management LLC	12,563	$546K	0.1%	-9.6%	0.192%
2/2/2023	Silver Oak Securities Incorporated	174,480	$7.58M	1.4%	-2.1%	2.664%
2/1/2023	Creative Financial Designs Inc. ADV	9,563	$416K	0.1%	N/A	0.146%
1/31/2023	Tower Wealth Partners Inc.	37,450	$1.63M	1.4%	+0.6%	0.572%
11/15/2022	Flow Traders U.S. LLC	6,343	$289K	0.0%	+25.6%	0.087%
11/7/2022	NEIRG Wealth Management LLC	13,902	$634K	0.1%	+30.6%	0.192%
10/25/2022	SAM Advisors LLC	76,937	$3.51M	1.7%	N/A	1.061%
10/20/2022	Silver Oak Securities Incorporated	178,200	$8.12M	1.8%	-0.8%	2.392%
8/16/2022	Rain Capital Management LLC	2,188	$100K	0.1%	N/A	0.026%
8/15/2022	Tower Wealth Partners Inc.	41,852	$1.91M	2.5%	N/A	0.492%
8/13/2022	Flow Traders U.S. LLC	5,052	$230K	0.0%	N/A	0.059%
8/8/2022	Integrated Wealth Concepts LLC	7,044	$321K	0.0%	N/A	0.083%
8/5/2022	OLD Mission Capital LLC	46,577	$2.12M	0.1%	N/A	0.548%
8/4/2022	NEIRG Wealth Management LLC	10,644	$485K	0.1%	+31.0%	0.125%
6/8/2022	USAdvisors Wealth Management LLC	8,669	$403K	0.2%	-12.8%	0.105%
5/11/2022	NEIRG Wealth Management LLC	8,128	$377K	0.1%	-39.6%	0.097%
5/3/2022	Jackson Creek Investment Advisors LLC	12,491	$580K	0.2%	N/A	0.153%
5/2/2022	Mengis Capital Management Inc.	28,469	$1.32M	0.3%	-9.8%	0.349%
4/21/2022	Western Pacific Wealth Management LP	650	$30K	0.0%	N/A	0.008%
3/9/2022	Front Row Advisors LLC	1,700	$79K	0.0%	+70.0%	0.026%
2/14/2022	USAdvisors Wealth Management LLC	9,936	$464K	0.2%	-31.7%	0.170%
2/7/2022	NEIRG Wealth Management LLC	13,467	$629K	0.1%	N/A	0.232%
2/4/2022	Mengis Capital Management Inc.	31,549	$1.47M	0.3%	+3.6%	0.558%
1/12/2022	IFP Advisors Inc	177,370	$8.30M	0.2%	+2.6%	3.285%
11/15/2021	Flow Traders U.S. LLC	18,508	$867K	0.0%	-21.5%	0.382%
11/15/2021	Leuthold Group LLC	5,013	$235K	0.0%	N/A	0.103%
NEW AI developed by trader who won 1,129% (in 2 days) (Ad) Earlier this year one legendary trader captured a 1,129% win (in just 2 days) ... LIVE in front of thousands of Americans... Click here to see how >>>
11/12/2021	OLD Mission Capital LLC	10,304	$483K	0.0%	-6.2%	0.212%
11/3/2021	USAdvisors Wealth Management LLC	14,539	$681K	0.3%	+154.8%	0.300%
11/3/2021	Mengis Capital Management Inc.	30,449	$1.43M	0.3%	N/A	0.628%
11/3/2021	Front Row Advisors LLC	1,000	$47K	0.0%	N/A	0.021%
10/25/2021	Eudaimonia Partners LLC	19,040	$892K	0.2%	+5.9%	0.401%
10/7/2021	Carroll Financial Associates Inc.	3,940	$184K	0.0%	-13.3%	0.085%
10/6/2021	IFP Advisors Inc	172,939	$8.12M	0.2%	+2.4%	3.719%
8/24/2021	Flow Traders U.S. LLC	23,582	$1.11M	0.1%	-66.1%	0.513%
8/13/2021	OLD Mission Capital LLC	10,980	$516K	0.0%	N/A	0.239%
8/13/2021	Eudaimonia Partners LLC	17,977	$846K	0.2%	+2,896.2%	0.391%
8/11/2021	Sofos Investments Inc.	6,927	$326K	0.1%	-42.2%	0.151%
8/9/2021	USAdvisors Wealth Management LLC	5,705	$268K	0.1%	-69.7%	0.124%
8/1/2021	Interactive Financial Advisors	6,450	$303K	0.1%	-13.5%	0.142%
7/31/2021	IFP Advisors Inc	168,946	$7.96M	0.2%	N/A	3.713%
5/18/2021	Flow Traders U.S. LLC	69,548	$3.27M	0.2%	+1,245.7%	1.656%
5/17/2021	Eudaimonia Partners LLC	600	$28K	0.0%	N/A	0.014%
5/14/2021	Stonebridge Capital Advisors LLC	932	$44K	0.0%	N/A	0.022%
5/11/2021	USAdvisors Wealth Management LLC	18,804	$883K	0.4%	-86.3%	0.448%
5/11/2021	Interactive Financial Advisors	7,457	$351K	0.1%	+21.6%	0.173%
4/6/2021	Carroll Financial Associates Inc.	6,213	$292K	0.0%	+7,865.4%	0.226%
2/11/2021	USAdvisors Wealth Management LLC	137,292	$6.47M	3.1%	-7.1%	7.627%
11/4/2020	USAdvisors Wealth Management LLC	147,812	$6.95M	1.1%	+1.1%	7.391%
10/6/2020	Carroll Financial Associates Inc.	116,422	$5.45M	0.4%	+10.8%	5.821%

(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, 13 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), Integrated Wealth Concepts LLC ($415K), NEIRG Wealth Management LLC ($355K), and Goodman Advisory Group LLC ($343K).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 11 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), Integrated Wealth Concepts LLC ($9.60K), and Flow Traders U.S. LLC ($6.34K).
How much institutional buying is happening at WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund?: Institutional investors have bought a total of 425,915 shares in the last 24 months. This purchase volume represents approximately $16.50M 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 ($5.87K), 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 151,729 shares in the last 24 months. This volume of shares sold represents approximately $3.46M in transactions.