AGZD Institutional Ownership
WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
1W: +0.1%
1M: +0.0%
3M: -0.2%
YTD: +1.0%
1Y: +1.4%
3Y: +13.6%
5Y: +20.4%
$22.56
+0.05 (+0.22%)
Weekly Expected Move ±0.4%
$22
$22
$23
$23
$23
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — AGZD
54
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
82M
Total Invested
7
New Positions
18
Increased
22
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (59 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | McAdam, LLC | 642,605 | 14M | +342,001 | +113.8% | 23Q | SEC ↗ |
| 2 | LPL Financial LLC | 453,313 | 10M | +47,254 | +11.6% | 22Q | SEC ↗ |
| 3 | WIN ADVISORS, INC NEW | 441,101 | 10M | — | +0.0% | 1Q | SEC ↗ |
| 4 | SYKON CAPITAL LLC | 319,250 | 7M | +217,170 | +212.7% | 13Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 314,357 | 7M | +65,878 | +26.5% | 15Q | SEC ↗ |
| 6 | CAPTRUST FINANCIAL ADVISORS | 199,056 | 4M | -6,421 | -3.1% | 13Q | SEC ↗ |
| 7 | Trilogy Capital Inc. | 186,075 | 4M | -48,028 | -20.5% | 26Q | SEC ↗ |
| 8 | Modern Wealth Management, LLC | 106,908 | 2M | -20,025 | -15.8% | 11Q | SEC ↗ |
| 9 | SILVER OAK SECURITIES, INCORPORATED | 80,596 | 2M | -4,562 | -5.4% | 18Q | SEC ↗ |
| 10 | AXS Investments LLC | 76,066 | 2M | -31,159 | -29.1% | 5Q | SEC ↗ |
| 11 | UBS Group AG | 74,925 | 2M | +2,426 | +3.3% | 42Q | SEC ↗ |
| 12 | ROYAL BANK OF CANADA | 68,542 | 2M | +1,099 | +1.6% | 44Q | SEC ↗ |
| 13 | Ameritas Advisory Services, LLC | 57,913 | 1M | +28,407 | +96.3% | 10Q | SEC ↗ |
| 14 | JANE STREET GROUP, LLC | 56,803 | 1M | +34,471 | +154.4% | 2Q | SEC ↗ |
| 15 | MILLINGTON SECURITIES, LLC NEW | 55,815 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 16 | STIFEL FINANCIAL CORP | 55,495 | 1M | -1,712 | -3.0% | 20Q | SEC ↗ |
| 17 | WBI INVESTMENTS, LLC | 50,824 | 1M | -4,991 | -8.9% | 8Q | SEC ↗ |
| 18 | Global Retirement Partners, LLC NEW | 49,216 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 19 | Sigma Planning Corp | 48,172 | 1M | +442 | +0.9% | 15Q | SEC ↗ |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 41,591 | 938K | +1,951 | +4.9% | 14Q | SEC ↗ |
| 21 | OSAIC HOLDINGS, INC. | 36,143 | 815K | +846 | +2.4% | 26Q | SEC ↗ |
| 22 | CITADEL ADVISORS LLC | 36,054 | 813K | -15,565 | -30.2% | 6Q | SEC ↗ |
| 23 | GreatBanc Trust CO | 32,300 | 729K | +4,000 | +14.1% | 2Q | SEC ↗ |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 29,520 | 666K | — | +0.0% | 1Q | SEC ↗ |
| 25 | CREATIVE FINANCIAL DESIGNS INC /ADV | 29,448 | 664K | +4,424 | +17.7% | 15Q | SEC ↗ |
| 26 | Equitable Holdings, Inc. | 19,574 | 442K | -7,612 | -28.0% | 6Q | SEC ↗ |
| 27 | Syntegra Private Wealth Group, LLC | 17,462 | 394K | — | +0.0% | 15Q | SEC ↗ |
| 28 | Kestra Advisory Services, LLC | 16,762 | 378K | +2,343 | +16.2% | 3Q | SEC ↗ |
| 29 | GILPIN WEALTH MANAGEMENT, LLC | 15,660 | 353K | -800 | -4.9% | 3Q | SEC ↗ |
| 30 | COMMONWEALTH EQUITY SERVICES, LLC | 14,443 | 326K | -1,086 | -7.0% | 34Q | SEC ↗ |
| 31 | INTERACTIVE FINANCIAL ADVISORS, INC. | 13,564 | 306K | +596 | +4.6% | 42Q | SEC ↗ |
| 32 | Cambridge Investment Research Advisors NEW | 11,835 | 267K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Bucket List Wealth Management, LLC | 11,582 | 261K | -1,819 | -13.6% | 3Q | SEC ↗ |
| 34 | Private Advisor Group, LLC | 10,423 | 235K | -1,482 | -12.4% | 19Q | SEC ↗ |
| 35 | HighTower Advisors, LLC | 9,211 | 208K | +50 | +0.5% | 21Q | SEC ↗ |
| 36 | Steward Partners Investment Advisory, NEW | 6,925 | 156K | — | +0.0% | 1Q | SEC ↗ |
| 37 | JPMORGAN CHASE & CO | 5,097 | 115K | -30 | -0.6% | 4Q | SEC ↗ |
| 38 | Cherry Tree Wealth Management, LLC | 3,234 | 73K | — | +0.0% | 13Q | SEC ↗ |
| 39 | Front Row Advisors LLC | 1,160 | 26K | — | +0.0% | 20Q | SEC ↗ |
| 40 | NATIONAL BANK OF CANADA /FI | 928 | 21K | — | +0.0% | 13Q | SEC ↗ |
| 41 | Dogwood Wealth Management LLC | 826 | 19K | — | +0.0% | 11Q | SEC ↗ |
| 42 | IFG Advisory, LLC NEW | 478 | 11K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Horizon Investments, LLC | 435 | 10K | -435 | -50.0% | 4Q | SEC ↗ |
| 44 | Larson Financial Group LLC | 248 | 6K | +2 | +0.8% | 9Q | SEC ↗ |
| 45 | Golden State Wealth Management, LLC | 166 | 4K | — | +0.0% | 7Q | SEC ↗ |
| 46 | Integrated Wealth Concepts LLC NEW | 21 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 47 | WELLS FARGO & COMPANY/MN | 2 | 0K | +1 | +100.0% | 15Q | SEC ↗ |
| 48 | MORGAN STANLEY | 1 | 0K | — | +0.0% | 9Q | SEC ↗ |
| 49 | FLOW TRADERS U.S. LLC | 0 | 0K | -11,389 | -100.0% | 2Q | SEC ↗ |
| 50 | Main Line Retirement Advisors, LLC | 0 | 0K | -17,731 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| WIN ADVISORS, INC | 441,101 | 10M |
| MILLINGTON SECURITIES, LLC | 55,815 | 1M |
| Global Retirement Partners, LLC | 49,216 | 1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 29,520 | 666K |
| Cambridge Investment Research Advis | 11,835 | 267K |
| Steward Partners Investment Advisor | 6,925 | 156K |
| IFG Advisory, LLC | 478 | 11K |
| Integrated Wealth Concepts LLC | 21 | 0K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 36,881 | 832K |
| PFG Investments, LLC | 19,815 | 447K |
| Main Line Retirement Advisors, LLC | 17,731 | 400K |
| PARK AVENUE SECURITIES LLC | 11,927 | 269K |
| FLOW TRADERS U.S. LLC | 11,389 | 257K |
| Capital Investment Advisory Service | 2,300 | 52K |
| Rockefeller Capital Management L.P. | 2,024 | 46K |
| AE Wealth Management LLC | 927 | 21K |
| Western Wealth Management, LLC | 92 | 2K |
| Cape Investment Advisory, Inc. | 42 | 1K |
| FMR LLC | 1 | 0K |
Biggest Increases (18)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| McAdam, LLC | +342,001 | +113.8% | 642,605 |
| SYKON CAPITAL LLC | +217,170 | +212.7% | 319,250 |
| BANK OF AMERICA CORP /DE | +65,878 | +26.5% | 314,357 |
| LPL Financial LLC | +47,254 | +11.6% | 453,313 |
| JANE STREET GROUP, LLC | +34,471 | +154.4% | 56,803 |
| Ameritas Advisory Services, LLC | +28,407 | +96.3% | 57,913 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | +4,424 | +17.7% | 29,448 |
| GreatBanc Trust CO | +4,000 | +14.1% | 32,300 |
| UBS Group AG | +2,426 | +3.3% | 74,925 |
| Kestra Advisory Services, LLC | +2,343 | +16.2% | 16,762 |
| ENVESTNET ASSET MANAGEMENT INC | +1,951 | +4.9% | 41,591 |
| ROYAL BANK OF CANADA | +1,099 | +1.6% | 68,542 |
| OSAIC HOLDINGS, INC. | +846 | +2.4% | 36,143 |
| INTERACTIVE FINANCIAL ADVISORS, INC | +596 | +4.6% | 13,564 |
| Sigma Planning Corp | +442 | +0.9% | 48,172 |
| HighTower Advisors, LLC | +50 | +0.5% | 9,211 |
| Larson Financial Group LLC | +2 | +0.8% | 248 |
| WELLS FARGO & COMPANY/MN | +1 | +100.0% | 2 |
Biggest Decreases (15)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Trilogy Capital Inc. | -48,028 | -20.5% | 186,075 |
| AXS Investments LLC | -31,159 | -29.1% | 76,066 |
| Modern Wealth Management, LLC | -20,025 | -15.8% | 106,908 |
| CITADEL ADVISORS LLC | -15,565 | -30.2% | 36,054 |
| Equitable Holdings, Inc. | -7,612 | -28.0% | 19,574 |
| CAPTRUST FINANCIAL ADVISORS | -6,421 | -3.1% | 199,056 |
| WBI INVESTMENTS, LLC | -4,991 | -8.9% | 50,824 |
| SILVER OAK SECURITIES, INCORPORATED | -4,562 | -5.4% | 80,596 |
| Bucket List Wealth Management, LLC | -1,819 | -13.6% | 11,582 |
| STIFEL FINANCIAL CORP | -1,712 | -3.0% | 55,495 |
| Private Advisor Group, LLC | -1,482 | -12.4% | 10,423 |
| COMMONWEALTH EQUITY SERVICES, LLC | -1,086 | -7.0% | 14,443 |
| GILPIN WEALTH MANAGEMENT, LLC | -800 | -4.9% | 15,660 |
| Horizon Investments, LLC | -435 | -50.0% | 435 |
| JPMORGAN CHASE & CO | -30 | -0.6% | 5,097 |