WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) Institutional Ownership → A ‘DeFi Summer’ Projected! (From Crypto 101 Media) (Ad) Free AGZD Stock Alerts $22.25 -0.05 (-0.22%) (As of 03:00 PM ET) Add Compare Share Share OwnershipStock AnalysisChartDividendHeadlinesHoldingsOwnershipShort InterestSocial MediaStock AnalysisChartDividendHeadlinesHoldingsOwnershipShort InterestSocial Media Institutional Ownership Changes (13F Filings) for WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (NASDAQ:AGZD)Number ofInstitutional Buyers(last 12 months)2TotalInstitutional Inflows(last 12 months)$2.37MNumber ofInstitutional Sellers(last 12 months)4TotalInstitutional 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. Email Address Skip Chart & View Institutional Buying and Selling Data AGZD Institutional Buying and Selling by Quarter Ad Crypto 101 MediaA ‘DeFi Summer’ Projected!Top analysts are predicting DeFi coins to see massive gains in the coming months… During this dubbed ‘DeFi Summer…’ A coin that has been called the “DeFi pioneer” is poised to shoot up 3-7x!Just click here to learn how you can access this coin right now. WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/14/2024 Connectus Wealth LLC14,243$312K0.0%-5.0%0.195% 1/31/2024Goodman Advisory Group LLC15,637$343K0.1%-85.2%0.214% 1/10/2024 Creative Financial Designs Inc. ADV11,038$242K0.0%-53.6%0.143% 11/16/2023 Front 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% Get the Latest News and Ratings for AGZD and Related StocksEnter 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. ADV12,113$536K0.1%-18.1%0.255% 5/23/2023 Front Row Advisors LLC1,537$67K0.0%+24.3%0.029% 5/5/2023 Silver Oak Securities Incorporated139,879$6.09M1.0%-19.8%2.639% 5/4/2023NEIRG Wealth Management LLC12,322$536K0.1%-1.9%0.232% 4/25/2023 Creative Financial Designs Inc. ADV14,790$644K0.1%+54.7%0.279% 4/12/2023 Private Trust Co. NA631$27K0.0%+1,812.1%0.012% 3/6/2023 OLD 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% 2/2/2023 Silver Oak Securities Incorporated174,480$7.58M1.4%-2.1%2.664% 2/1/2023 Creative Financial Designs Inc. ADV9,563$416K0.1%N/A0.146% 1/31/2023 Tower 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% 10/25/2022 SAM Advisors LLC76,937$3.51M1.7%N/A1.061% 10/20/2022 Silver Oak Securities Incorporated178,200$8.12M1.8%-0.8%2.392% 8/16/2022 Rain Capital Management LLC2,188$100K0.1%N/A0.026% 8/15/2022 Tower 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% 8/5/2022 OLD Mission Capital LLC46,577$2.12M0.1%N/A0.548% 8/4/2022NEIRG Wealth Management LLC10,644$485K0.1%+31.0%0.125% 6/8/2022 USAdvisors Wealth Management LLC8,669$403K0.2%-12.8%0.105% 5/11/2022NEIRG Wealth Management LLC8,128$377K0.1%-39.6%0.097% 5/3/2022 Jackson Creek Investment Advisors LLC12,491$580K0.2%N/A0.153% 5/2/2022 Mengis Capital Management Inc.28,469$1.32M0.3%-9.8%0.349% 4/21/2022Western Pacific Wealth Management LP650$30K0.0%N/A0.008% 3/9/2022 Front Row Advisors LLC1,700$79K0.0%+70.0%0.026% 2/14/2022 USAdvisors Wealth Management LLC9,936$464K0.2%-31.7%0.170% 2/7/2022NEIRG Wealth Management LLC13,467$629K0.1%N/A0.232% 2/4/2022 Mengis 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% 11/15/2021 Leuthold Group LLC5,013$235K0.0%N/A0.103% A ‘DeFi Summer’ Projected! (Ad)Top analysts are predicting DeFi coins to see massive gains in the coming months… During this dubbed ‘DeFi Summer…’ A coin that has been called the “DeFi pioneer” is poised to shoot up 3-7x!Just click here to learn how you can access this coin right now.11/12/2021 OLD Mission Capital LLC10,304$483K0.0%-6.2%0.212% 11/3/2021 USAdvisors Wealth Management LLC14,539$681K0.3%+154.8%0.300% 11/3/2021 Mengis Capital Management Inc.30,449$1.43M0.3%N/A0.628% 11/3/2021 Front Row Advisors LLC1,000$47K0.0%N/A0.021% 10/25/2021 Eudaimonia 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% 8/13/2021 OLD Mission Capital LLC10,980$516K0.0%N/A0.239% 8/13/2021 Eudaimonia Partners LLC17,977$846K0.2%+2,896.2%0.391% 8/11/2021 Sofos Investments Inc.6,927$326K0.1%-42.2%0.151% 8/9/2021 USAdvisors Wealth Management LLC5,705$268K0.1%-69.7%0.124% 8/1/2021 Interactive 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% 5/17/2021 Eudaimonia Partners LLC600$28K0.0%N/A0.014% 5/14/2021 Stonebridge Capital Advisors LLC932$44K0.0%N/A0.022% 5/11/2021 USAdvisors Wealth Management LLC18,804$883K0.4%-86.3%0.448% 5/11/2021 Interactive Financial Advisors7,457$351K0.1%+21.6%0.173% 4/6/2021Carroll Financial Associates Inc.6,213$292K0.0%+7,865.4%0.226% 2/11/2021 USAdvisors Wealth Management LLC137,292$6.47M3.1%-7.1%7.627% 11/4/2020 USAdvisors 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% (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, 14 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), USAdvisors Wealth Management LLC ($403K), 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? 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), USAdvisors Wealth Management LLC ($1.27K), 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 152,996 shares in the last 24 months. This volume of shares sold represents approximately $3.52M in transactions. 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