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Disclosery

AGZD WISDOMTREE TR

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INTRST RATE HDGE (fund)

59 managers (59 13F filers) reported a position in AGZD shares at 2024-12-31, 4,675,049 shares in all. 11 filers opened a position and 11 filers sold out during the quarter.

Managers
59
13F filers
59
New
11
Added
13
Reduced
19
Sold out
11
Shares held by filers
4,675,049

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Trilogy Capital Inc.899,650$20.2M1.04%+43,78313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/599,125$13.5M<0.01%-14,62813F-HRTimelineGroup
LPL Financial LLC578,752$13M0.01%-55,31013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC262,429$5.89M<0.01%+242,61513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS228,639$5.14M0.01%+1,94913F-HRTimeline
McAdam, LLC203,374$4.57M0.25%+7,20213F-HRTimeline
Modern Wealth Management, LLC201,323$4.52M0.17%-827,91013F-HR/ATimeline
HighTower Advisors, LLC188,608$4.24M0.01%-66,05713F-HRTimeline
Hershey Financial Advisers, LLC181,235$4.07M3.58%13F-HRTimeline
SYKON CAPITAL LLC172,416$3.87M1.33%+94,48313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.124,746$2.8M0.02%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED111,690$2.51M0.23%-1,46513F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC87,082$1.96M0.49%-65,55013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP73,703$1.66M<0.01%-7,13013F-HRTimelineGroup
AXS Investments LLC67,027$1.51M0.42%-3,87513F-HRTimeline
Sigma Planning Corp66,233$1.49M0.05%-4,89213F-HRTimeline
Mariner, LLCin group Mariner, LLC64,448$1.45M<0.01%+1,72013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.51,358$1.15M<0.01%-1,55913F-HR/ATimelineGroup
Gladstone Institutional Advisory LLC48,629$1.09M0.05%-34,20513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA46,541$1.04M<0.01%+11,51013F-HRTimelineGroup
UBS Group AGin group UBS Group AG42,567$956K<0.01%-73713F-HRTimelineGroup
WIN ADVISORS, INC41,271$927K0.45%-417,87813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC40,776$916K0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC30,875$693K<0.01%+3,73713F-HRTimeline
Retirement Planning Group, LLC29,180$655K0.03%-1,89413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…27,466$617K0.02%-82,95913F-HRTimelineGroup
Private Advisor Group, LLC23,000$517K<0.01%-4,92513F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.21,356$480K0.25%+27813F-HRTimeline
OLD MISSION CAPITAL LLC19,708$443K0.01%new13F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC19,581$440K0.14%new13F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC18,188$409K0.01%013F-HRTimeline
Syntegra Private Wealth Group, LLC17,462$392K0.04%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV14,724$331K0.03%-4613F-HRTimeline
MML INVESTORS SERVICES, LLC13,579$305K<0.01%new13F-HRTimeline
PFG Investments, LLC12,625$284K0.02%+1,49613F-HRTimeline
Sovran Advisors, LLC12,552$283K0.04%13F-HRTimeline
Independent Advisor Alliance9,592$215K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,408$211K<0.01%new13F-HRTimelineGroup
Cherry Tree Wealth Management, LLC3,458$77.7K0.02%013F-HRTimeline
Capital Investment Advisory Services, L…2,300$51.7K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC2,033$45.7K0.02%-228,44613F-HRTimeline
Front Row Advisors LLC2,000$44.9K0.02%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/928$20.8K<0.01%+6313F-HRTimelineGroup
AE Wealth Management LLC805$18.1K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY639$14.4K<0.01%013F-HR/ATimelineGroup
Investors Research Corp310$6.96K<0.01%013F-HRTimeline
Element Wealth, LLC304$6.83K<0.01%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.298$6.69K<0.01%013F-HRTimeline
Larson Financial Group LLC234$5.25K<0.01%+313F-HRTimeline
Creekmur Asset Management LLC216$4.85K<0.01%+213F-HRTimeline
Golden State Wealth Management, LLC166$3.73K<0.01%13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.116$2.58K<0.01%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC105$2.36K<0.01%new13F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC97$2.17K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC70$1.57K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.42$943<0.01%-34,08613F-HRTimeline
FMR LLCin group FMR LLC9$202<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$26<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.