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

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund logo
$22.66 +0.07 (+0.31%)
Closing price 03:59 PM Eastern
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$22.66 0.00 (0.00%)
As of 04:10 PM Eastern
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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)
6
Total
Institutional Inflows
(last 12 months)
$3.32M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.35M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/6/2026 AXS Investments LLC107,225$2.42M1.0%+52.3%2.615%
4/30/2026 GreatBanc Trust CO28,300$638K0.4%N/A0.690%
2/17/2026Captrust Financial Advisors194,335$4.37M0.0%-7.3%4.627%
2/6/2026 Creative Financial Designs Inc. ADV25,971$584K0.0%-2.5%0.618%
1/1/2026JPMorgan Chase & Co.4,418$99K0.0%N/A0.112%
11/19/2025Captrust Financial Advisors209,628$4.72M0.0%-7.2%5.307%
11/12/2025 Creative Financial Designs Inc. ADV26,644$599K0.0%+65.2%0.675%
11/7/2025JPMorgan Chase & Co.4,418$99K0.0%N/A0.112%
11/4/2025 AXS Investments LLC70,322$1.58M0.7%-26.1%1.780%
8/18/2025Front Row Advisors LLC1,440$32K0.0%-28.0%0.033%
8/18/2025 Goodman Advisory Group LLC2,874$64K0.0%N/A0.065%
8/15/2025Captrust Financial Advisors225,858$5.02M0.0%-1.1%5.133%
5/15/2025OLD Mission Capital LLC80,132$1.79M0.0%+306.6%1.406%
4/23/2025Creative Financial Designs Inc. ADV15,877$355K0.0%+7.8%0.274%
2/17/2025Captrust Financial Advisors228,639$5.14M0.0%+0.9%3.658%
2/12/2025OLD Mission Capital LLC19,708$443K0.0%N/A0.315%
11/14/2024Captrust Financial Advisors226,690$5.08M0.0%-0.8%3.942%
10/28/2024Creative Financial Designs Inc. ADV14,770$331K0.0%+4.1%0.202%
8/16/2024Goodman Advisory Group LLC138,892$3.10M0.9%+92.1%1.852%
2/14/2024Connectus Wealth LLC14,243$312K0.0%-5.0%0.195%
1/31/2024Goodman 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%
4/12/2023Private 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%
1/31/2023Tower 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%
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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%
8/15/2022Tower 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%


AGZD Institutional Ownership - Frequently Asked Questions

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 ($4.37M), AXS Investments LLC ($2.42M), OLD Mission Capital LLC ($1.79M), GreatBanc Trust CO ($638K), Creative Financial Designs Inc. ADV ($584K), JPMorgan Chase & Co. ($99K), and Goodman Advisory Group LLC ($64K).Learn more on WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund's institutional investors.

The following institutional investors have purchased WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund's stock in the last 24 months: OLD Mission Capital LLC ($80.13K), Goodman Advisory Group LLC ($69.46K), AXS Investments LLC ($36.83K), GreatBanc Trust CO ($28.30K), Creative Financial Designs Inc. ADV ($12.26K), JPMorgan Chase & Co. ($8.84K), and Captrust Financial Advisors ($1.95K).

Institutional investors have bought a total of 147,784 shares in the last 24 months. This purchase volume represents approximately $3.32M in transactions.

The following institutional investors have sold WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund stock in the last 24 months: Captrust Financial Advisors ($33.94K), AXS Investments LLC ($24.81K), Creative Financial Designs Inc. ADV ($673.00), and Front Row Advisors LLC ($560.00).

Institutional investors have sold a total of 59,985 shares in the last 24 months. This volume of shares sold represents approximately $1.35M in transactions.


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This page (NASDAQ:AGZD) was last updated on 5/14/2026 by MarketBeat.com Staff.
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