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Disclosery

AGZD WISDOMTREE TR

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INTRST RATE HDGE (fund)

47 managers (47 13F filers) reported a position in AGZD shares at 2025-09-30, 2,706,376 shares in all. 2 filers opened a position and 5 filers sold out during the quarter.

Managers
47
13F filers
47
New
2
Added
14
Reduced
22
Sold out
5
Shares held by filers
2,706,376

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/447,892$10.1M<0.01%-30,72013F-HR/ATimelineGroup
LPL Financial LLC347,480$7.82M<0.01%-29,09613F-HRTimeline
McAdam, LLC244,369$5.5M0.27%+28,05613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS209,628$4.72M0.01%-16,23013F-HRTimeline
Modern Wealth Management, LLC166,605$3.75M0.07%-28,77813F-HRTimeline
Trilogy Capital Inc.152,720$3.44M0.16%-37,28013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC133,025$2.99M<0.01%-26,27513F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED87,559$1.97M0.15%-23,29713F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC78,032$1.76M0.45%-18,20113F-HRTimelineGroup
Sigma Planning Corp72,985$1.64M0.05%-7,40413F-HRTimeline
AXS Investments LLC70,322$1.58M0.5%-24,81313F-HR/ATimeline
Mariner, LLCin group Mariner, LLC70,059$1.58M<0.01%+3,57513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA66,805$1.5M<0.01%+10,34013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP65,251$1.47M<0.01%-4,65013F-HRTimelineGroup
SYKON CAPITAL LLC50,452$1.14M0.38%-31,65313F-HRTimeline
UBS Group AGin group UBS Group AG50,170$1.13M<0.01%+2,05013F-HRTimelineGroup
Global Retirement Partners, LLC47,794$1.08M0.02%+4,02313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.46,482$1.04M<0.01%-7,63613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC45,093$1.01M<0.01%+21,81013F-HRTimelineGroup
WIN ADVISORS, INC38,536$867K0.42%+2,10613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC31,323$705K<0.01%-94013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV26,644$599K0.04%+10,52013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.25,802$581K<0.01%+4,08213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC23,536$530K<0.01%-1,97213F-HRTimelineGroup
PFG Investments, LLC18,641$419K0.02%+1,72613F-HRTimeline
Syntegra Private Wealth Group, LLC17,462$393K0.04%013F-HRTimeline
Private Advisor Group, LLC15,600$351K<0.01%-22313F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.14,603$329K0.18%-5,99513F-HRTimeline
GreatBanc Trust CO13,800$310K0.21%13F-HRTimeline
HighTower Advisors, LLC9,629$217K<0.01%+1313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,418$99.4K<0.01%new13F-HR/ATimelineGroup
Cherry Tree Wealth Management, LLC3,458$77.8K0.02%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,416$54.4K<0.01%-19,83013F-HRTimelineGroup
Capital Investment Advisory Services, L…2,300$51.8K<0.01%013F-HRTimeline
Front Row Advisors LLC1,160$26.1K0.01%-28013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/928$20.8K<0.01%013F-HRTimelineGroup
Dogwood Wealth Management LLC826$18.6K0.01%-113F-HRTimeline
AE Wealth Management LLC792$17.8K<0.01%-1313F-HRTimeline
Horizon Investments, LLC663$14.9K<0.01%new13F-HRTimeline
Larson Financial Group LLC241$5.42K<0.01%+213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC223$5.02K<0.01%013F-HRTimelineGroup
Creekmur Asset Management LLC223$5.01K<0.01%+313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY219$4.93K<0.01%+113F-HR/ATimelineGroup
Golden State Wealth Management, LLC166$3.73K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.42$945<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$31<0.01%-23613F-HRTimelineGroup
FMR LLCin group FMR LLC1$23<0.01%013F-HRTimelineGroup