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MU   91.85 (+2.67%)
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GE   153.99 (-0.50%)
DIS   109.42 (+1.62%)
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PYPL   60.16 (+1.40%)
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AMD   178.00 (+1.13%)
BABA   77.68 (+1.53%)
T   16.83 (+1.39%)
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MU   91.85 (+2.67%)
CGC   3.53 (+1.73%)
GE   153.99 (-0.50%)
DIS   109.42 (+1.62%)
AMC   4.81 (+7.86%)
PFE   26.89 (-1.07%)
PYPL   60.16 (+1.40%)
XOM   104.03 (-0.21%)
QQQ   437.60 (+0.24%)
AAPL   182.63 (+0.81%)
MSFT   407.48 (-0.01%)
META   487.05 (+1.10%)
GOOGL   138.88 (+0.95%)
AMZN   173.54 (-0.68%)
TSLA   199.73 (+0.17%)
NVDA   787.01 (-0.49%)
NIO   5.78 (+2.30%)
AMD   178.00 (+1.13%)
BABA   77.68 (+1.53%)
T   16.83 (+1.39%)
F   12.00 (+0.42%)
MU   91.85 (+2.67%)
CGC   3.53 (+1.73%)
GE   153.99 (-0.50%)
DIS   109.42 (+1.62%)
AMC   4.81 (+7.86%)
PFE   26.89 (-1.07%)
PYPL   60.16 (+1.40%)
XOM   104.03 (-0.21%)

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

$22.02
+0.06 (+0.27%)
(As of 02/27/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$11.08 M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$5.10 M
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AGZD Institutional Buying and Selling by Quarter


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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/15/2024OLD Mission Capital LLC64,030$1.40M0.0%+125.2%0.877%
2/14/2024Connectus Wealth LLC14,243$0.31M0.0%-5.0%0.195%
1/31/2024Goodman Advisory Group LLC15,637$0.34M0.1%-85.2%0.214%
1/10/2024Creative Financial Designs Inc. ADV11,038$0.24M0.0%-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%
8/15/2023Captrust Financial Advisors122,062$5.40M0.0%N/A1.327%
7/31/2023NEIRG Wealth Management LLC8,034$0.36M0.1%-34.8%0.175%
7/26/2023Creative Financial Designs Inc. ADV12,113$0.54M0.1%-18.1%0.255%
5/23/2023Front Row Advisors LLC1,537$67K0.0%+24.3%0.029%
5/15/2023Flow Traders U.S. LLC6,615$0.29M0.0%N/A0.125%
5/12/2023OLD Mission Capital LLC25,881$1.13M0.0%-77.3%0.488%
5/5/2023Silver Oak Securities Incorporated139,879$6.09M1.0%-19.8%2.639%
5/4/2023NEIRG Wealth Management LLC12,322$0.54M0.1%-1.9%0.232%
4/25/2023Creative Financial Designs Inc. ADV14,790$0.64M0.1%+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%
2/15/2023Front Row Advisors LLC1,237$54K0.0%-19.5%0.019%
2/13/2023Integrated Wealth Concepts LLC9,561$0.42M0.0%+36.5%0.151%
2/2/2023NEIRG Wealth Management LLC12,563$0.55M0.1%-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$0.42M0.1%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$0.29M0.0%+25.6%0.087%
11/7/2022NEIRG Wealth Management LLC13,902$0.63M0.1%+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%
8/15/2022Tower Wealth Partners Inc.41,852$1.91M2.5%N/A0.492%
8/13/2022Flow Traders U.S. LLC5,052$0.23M0.0%N/A0.059%
8/8/2022Integrated Wealth Concepts LLC7,044$0.32M0.0%N/A0.083%
8/5/2022OLD Mission Capital LLC46,577$2.12M0.1%N/A0.548%
8/4/2022NEIRG Wealth Management LLC10,644$0.49M0.1%+31.0%0.125%
6/8/2022USAdvisors Wealth Management LLC8,669$0.40M0.2%-12.8%0.105%
5/17/2022Eudaimonia Partners LLC18,374$0.85M0.1%N/A0.219%
5/11/2022NEIRG Wealth Management LLC8,128$0.38M0.1%-39.6%0.097%
5/3/2022Jackson Creek Investment Advisors LLC12,491$0.58M0.2%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$0.46M0.2%-31.7%0.170%
2/7/2022NEIRG Wealth Management LLC13,467$0.63M0.1%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$0.87M0.0%-21.5%0.382%
11/15/2021Leuthold Group LLC5,013$0.24M0.0%N/A0.103%
11/12/2021OLD Mission Capital LLC10,304$0.48M0.0%-6.2%0.212%
11/3/2021USAdvisors Wealth Management LLC14,539$0.68M0.3%+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$0.89M0.2%+5.9%0.401%
10/7/2021Carroll Financial Associates Inc.3,940$0.18M0.0%-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$0.52M0.0%N/A0.239%
8/13/2021Eudaimonia Partners LLC17,977$0.85M0.2%+2,896.2%0.391%
8/11/2021Sofos Investments Inc.6,927$0.33M0.1%-42.2%0.151%
8/9/2021USAdvisors Wealth Management LLC5,705$0.27M0.1%-69.7%0.124%
8/1/2021Interactive Financial Advisors6,450$0.30M0.1%-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$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%
(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, 19 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), Captrust Financial Advisors ($5.40M), SAM Advisors LLC ($3.51M), Tower Wealth Partners Inc. ($1.63M), OLD Mission Capital LLC ($1.40M), Mengis Capital Management Inc. ($1.32M), and Eudaimonia Partners LLC ($0.85M).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 15 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 ($0.20M), Captrust Financial Advisors ($0.12M), Goodman Advisory Group LLC ($0.11M), SAM Advisors LLC ($76.94K), Tower Wealth Partners Inc. ($42.09K), Eudaimonia Partners LLC ($18.37K), and Creative Financial Designs Inc. ADV ($14.79K).

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

Institutional investors have bought a total of 622,406 shares in the last 24 months. This purchase volume represents approximately $21.63M in transactions.

Which WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund major shareholders have been selling company stock?

Of the 9 institutional investors that sold WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Goodman Advisory Group LLC ($89.97K), OLD Mission Capital LLC ($88.33K), 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), and USAdvisors Wealth Management LLC ($1.27K).

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

Institutional investors have sold a total of 250,045 shares in the last 24 months. This volume of shares sold represents approximately $5.85M in transactions.


This page (NASDAQ:AGZD) was last updated on 2/27/2024 by MarketBeat.com Staff