Free Trial
→ Bill Gates’ is about to mint millionaires (again) with Stargate. (From Brownstone Research) (Ad) Free AGZD Stock Alerts

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

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund logo
$22.45 -0.14 (-0.62%)
As of 01/17/2025 03:59 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$1.50M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$2.03M
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.

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
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%
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%
(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, 11 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 ($5.08M), OLD Mission Capital LLC ($4.96M), Goodman Advisory Group LLC ($3.10M), Tower Wealth Partners Inc. ($1.63M), Integrated Wealth Concepts LLC ($415K), and NEIRG Wealth Management LLC ($355K).Learn more on AGZD's institutional investors.

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

The following institutional investors have purchased WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund stock in the last 24 months: Goodman Advisory Group LLC ($172.20K), OLD Mission Capital LLC ($114.21K), Creative Financial Designs Inc. ADV ($15.37K), Integrated Wealth Concepts LLC ($2.56K), Front Row Advisors LLC ($1.21K), Private Trust Co. NA ($598.00), and Tower Wealth Partners Inc. ($233.00).

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

Institutional investors have bought a total of 306,372 shares in the last 24 months. This purchase volume represents approximately $9.49M 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 ($38.32K), Creative Financial Designs Inc. ADV ($15.45K), NEIRG Wealth Management LLC ($5.87K), Captrust Financial Advisors ($1.94K), 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 152,299 shares in the last 24 months. This volume of shares sold represents approximately $3.44M in transactions.


Related Companies

This page (NASDAQ:AGZD) was last updated on 1/18/2025 by MarketBeat.com Staff
From Our Partners
Last time you’ll see this priced at $1.00
When was the last time you bought something for a buck? I don’t even think you can buy anything at McDonalds f...
StocksToTrade | Sponsored
HOTTEST TRADER IN AMERICA 🔥🔥🔥
Ready for a rocket ride this weekend? After alerting his readers to a tiny $2 stock called Bright Minds Bio...
Timothy Sykes | Sponsored
Investing Tools You’ll Need for 2025
Investing Tools You’ll Need for 2025 Charles Payne Shares His #1 Strategy for 2025
Unstoppable Prosperity | Sponsored
Grab This Altcoin Before Trump's Crypto Announcement
Grab This Altcoin Before Trump's Crypto Announcement Whatever it is, I expect it to pump the market, which ...
Crypto 101 Media | Sponsored
Trump Insider: Day One will Shock Everyone
A rare opportunity for everyday Americans like you to turn a small stake into real wealth in the stock market....
InvestorPlace | Sponsored
Stunning Trump Exec Order Leaked
Most people have no clue this unassuming facility exists. Yet the minute Donald Trump takes office... ...
Banyan Hill Publishing | Sponsored
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored
Bitcoin to $200K?
Newsweek recently asked several analysts whether they think Bitcoin will hit $200,000 by the end of 2025. T...
Stansberry Research | Sponsored