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Disclosery

AGZD WISDOMTREE TR

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INTRST RATE HDGE (fund)

50 managers (50 13F filers) reported a position in AGZD shares at 2025-06-30, 2,957,642 shares in all. 3 filers opened a position and 11 filers sold out during the quarter.

Managers
50
13F filers
50
New
3
Added
13
Reduced
22
Sold out
11
Shares held by filers
2,957,642

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/478,612$10.6M<0.01%-36,25813F-HRTimelineGroup
LPL Financial LLC376,576$8.37M<0.01%-51,70913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS225,858$5.02M0.01%-2,41613F-HRTimeline
McAdam, LLC216,313$4.81M0.26%+13,14713F-HRTimeline
Modern Wealth Management, LLC195,383$4.34M0.11%-3,25013F-HR/ATimeline
Trilogy Capital Inc.190,000$4.22M0.21%-726,94413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC159,300$3.54M0.01%+26,26413F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED110,856$2.46M0.2%+21813F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC96,233$2.14M0.56%+55,36213F-HRTimelineGroup
AXS Investments LLC95,135$2.11M0.87%new13F-HRTimeline
SYKON CAPITAL LLC82,105$1.83M0.67%-21,46313F-HRTimeline
Sigma Planning Corp80,389$1.79M0.05%+213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP69,901$1.55M<0.01%-135,16713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC66,484$1.48M<0.01%+1,43213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA56,465$1.25M<0.01%-2,11813F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.54,118$1.2M<0.01%-3413F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG48,120$1.07M<0.01%-6,07213F-HRTimelineGroup
Global Retirement Partners, LLC43,771$973K0.02%13F-HRTimeline
WIN ADVISORS, INC36,430$810K0.39%-346,07213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC32,263$717K<0.01%-2,83413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC25,508$567K<0.01%-7,27213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,283$518K<0.01%-28,19513F-HRTimelineGroup
OLD MISSION CAPITAL LLC22,892$509K0.01%-57,24013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…22,246$495K0.03%-7,75113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.21,720$483K<0.01%-1,63713F-HRTimelineGroup
INTERACTIVE FINANCIAL ADVISORS, INC.20,598$458K0.22%-33113F-HRTimeline
Syntegra Private Wealth Group, LLC17,462$388K0.04%013F-HRTimeline
PFG Investments, LLC16,915$376K0.02%+4,44013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV16,124$358K0.03%+24713F-HRTimeline
Private Advisor Group, LLC15,823$352K<0.01%-3,35613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC11,110$247K<0.01%013F-HRTimelineGroup
HighTower Advisors, LLC9,616$214K<0.01%-3,11813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,745$128K<0.01%new13F-HRTimelineGroup
Cherry Tree Wealth Management, LLC3,458$76.9K0.02%013F-HRTimeline
Goodman Advisory Group, LLC2,874$63.9K0.02%+2,38613F-HRTimeline
Capital Investment Advisory Services, L…2,300$51.1K<0.01%013F-HRTimeline
Front Row Advisors LLC1,440$32K0.01%-56013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/928$20.6K<0.01%013F-HR/ATimelineGroup
Dogwood Wealth Management LLC827$18.5K0.01%-76313F-HRTimeline
AE Wealth Management LLC805$17.9K<0.01%013F-HRTimeline
Investors Research Corp310$6.89K<0.01%013F-HRTimeline
Larson Financial Group LLC239$5.3K<0.01%+313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN237$5.26K<0.01%+213F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC223$4.96K<0.01%+11813F-HRTimelineGroup
Creekmur Asset Management LLC220$4.9K<0.01%+213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY218$4.85K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC166$3.69K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.42$934<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1$22<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.