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Disclosery

AGZD WISDOMTREE TR

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INTRST RATE HDGE (fund)

46 managers (46 13F filers) reported a position in AGZD shares at 2026-06-30, 3,643,076 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
46
13F filers
46
New
6
Added
18
Reduced
15
Sold out
6
Shares held by filers
3,643,076

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
McAdam, LLC642,605$14.5M0.56%+342,00113F-HRTimeline
LPL Financial LLC453,313$10.2M<0.01%+47,25413F-HRTimeline
WIN ADVISORS, INC441,101$9.97M3.56%new13F-HRTimeline
SYKON CAPITAL LLC319,250$7.22M2.22%+217,17013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/314,357$7.11M<0.01%+65,87813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS199,056$4.5M0.01%-6,42113F-HRTimeline
Trilogy Capital Inc.186,075$4.21M0.16%-48,02813F-HRTimeline
Modern Wealth Management, LLC106,908$2.42M0.03%-20,02513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED80,596$1.82M0.11%-4,56213F-HRTimeline
AXS Investments LLC76,066$1.72M0.49%-31,15913F-HRTimeline
UBS Group AGin group UBS Group AG74,925$1.69M<0.01%+2,42613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA68,542$1.55M<0.01%+1,09913F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…57,913$1.31M0.03%+28,40713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC56,803$1.28M<0.01%+34,47113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP55,495$1.25M<0.01%-1,71213F-HRTimelineGroup
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC50,824$1.15M0.28%-4,99113F-HRTimelineGroup
Global Retirement Partners, LLC49,216$1.11M0.02%13F-HRTimeline
Sigma Planning Corp48,172$1.09M0.03%+44213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC41,591$940K<0.01%+1,95113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.36,143$818K<0.01%+84613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC36,054$815K<0.01%-15,56513F-HRTimelineGroup
GreatBanc Trust CO32,300$730K0.45%+4,00013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,520$667K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV29,448$666K0.03%+4,42413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.19,574$443K<0.01%-7,61213F-HRTimelineGroup
Syntegra Private Wealth Group, LLC17,462$395K0.03%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC16,762$379K<0.01%+2,34313F-HRTimelineGroup
GILPIN WEALTH MANAGEMENT, LLC15,660$354K0.24%-80013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,443$327K<0.01%-1,08613F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.13,564$306K0.19%+59613F-HRTimeline
Cambridge Investment Research Advisors,…11,835$268K<0.01%new13F-HR/ATimeline
Bucket List Wealth Management, LLC11,582$262K0.13%-1,81913F-HRTimeline
Private Advisor Group, LLC10,423$236K<0.01%-1,48213F-HRTimeline
HighTower Advisors, LLC9,211$208K<0.01%+5013F-HRTimeline
Steward Partners Investment Advisory, L…6,925$157K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,097$115K<0.01%-3013F-HRTimelineGroup
Front Row Advisors LLC1,160$26.2K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/928$21K<0.01%013F-HRTimelineGroup
Dogwood Wealth Management LLC826$18.7K0.01%013F-HRTimeline
IFG Advisory, LLC478$10.8K<0.01%new13F-HRTimeline
Horizon Investments, LLC435$9.8K<0.01%-43513F-HRTimeline
Larson Financial Group LLC248$5.61K<0.01%+213F-HRTimeline
Golden State Wealth Management, LLC166$3.75K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC21$473<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$37<0.01%+113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$23<0.01%013F-HRTimelineGroup