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Disclosery

AGZD WISDOMTREE TR

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INTRST RATE HDGE (fund)

57 managers (57 13F filers) reported a position in AGZD shares at 2025-03-31, 4,300,475 shares in all. 9 filers opened a position and 10 filers sold out during the quarter.

Managers
57
13F filers
57
New
9
Added
16
Reduced
18
Sold out
10
Shares held by filers
4,300,475

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.916,944$20.5M1.07%+17,29413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/514,870$11.5M<0.01%-84,25513F-HRTimelineGroup
LPL Financial LLC428,285$9.57M<0.01%-150,46713F-HRTimeline
WIN ADVISORS, INC382,502$8.55M4.39%+341,23113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS228,274$5.1M0.01%-36513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP205,068$4.58M<0.01%+131,36513F-HRTimelineGroup
McAdam, LLC203,166$4.54M0.28%-20813F-HRTimeline
Modern Wealth Management, LLC198,633$4.44M0.14%-2,69013F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC133,036$2.97M0.01%new13F-HR/ATimelineGroup
SILVER OAK SECURITIES, INCORPORATED110,638$2.47M0.23%-1,05213F-HR/ATimeline
SYKON CAPITAL LLC103,568$2.31M0.88%-68,84813F-HRTimeline
Sigma Planning Corp80,387$1.8M0.06%+14,15413F-HRTimeline
OLD MISSION CAPITAL LLC80,132$1.79M0.03%+60,42413F-HRTimeline
Mariner, LLCin group Mariner, LLC65,052$1.45M<0.01%+60413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA58,583$1.31M<0.01%+12,04213F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.54,152$1.21M<0.01%+2,79413F-HRTimelineGroup
UBS Group AGin group UBS Group AG54,192$1.21M<0.01%+11,62513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC51,478$1.15M<0.01%new13F-HRTimelineGroup
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC40,871$913K0.24%-46,21113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,206$809K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC35,097$784K<0.01%+4,22213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC32,780$733K<0.01%-229,64913F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…29,997$671K0.03%+2,53113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.23,357$522K<0.01%new13F-HRTimelineGroup
Fermata Advisors, LLC21,237$475K0.09%new13F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.20,929$468K0.25%-42713F-HRTimeline
Private Advisor Group, LLC19,179$429K<0.01%-3,82113F-HRTimeline
Gladstone Institutional Advisory LLC18,421$412K0.02%-30,20813F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC18,188$407K0.01%013F-HRTimeline
Sovran Advisors, LLC17,933$397K0.05%+5,38113F-HRTimeline
Syntegra Private Wealth Group, LLC17,462$390K0.05%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV15,877$355K0.03%+1,15313F-HRTimeline
MML INVESTORS SERVICES, LLC12,944$289K<0.01%-63513F-HRTimeline
HighTower Advisors, LLC12,734$285K<0.01%-175,87413F-HRTimeline
PFG Investments, LLC12,475$279K0.02%-15013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC11,110$248K<0.01%new13F-HRTimelineGroup
TrueMark Investments, LLCin group TrueMark Investments, LLC11,013$246K0.06%-8,56813F-HRTimelineGroup
FLOW TRADERS U.S. LLC10,403$233K0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC3,458$77.3K0.02%013F-HRTimeline
Capital Investment Advisory Services, L…2,300$51.4K<0.01%013F-HRTimeline
Front Row Advisors LLC2,000$44.7K0.02%013F-HRTimeline
Dogwood Wealth Management LLC1,590$35.5K0.02%-44313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/928$20.6K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC805$18K<0.01%013F-HRTimeline
Goodman Advisory Group, LLC488$10.9K<0.01%new13F-HR/ATimeline
Investors Research Corp310$6.93K<0.01%013F-HRTimeline
Larson Financial Group LLC236$5.28K<0.01%+213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN235$5.26K<0.01%+23413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY218$4.87K<0.01%-42113F-HRTimelineGroup
Creekmur Asset Management LLC218$4.87K<0.01%+213F-HRTimeline
Golden State Wealth Management, LLC166$3.71K<0.01%013F-HR/ATimeline
Marshall & Sterling Wealth Advisors Inc.116$2.6K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC105$2.36K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC70$1.56K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.42$939<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…17$380<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.