Skip to content
Disclosery

AGZD WISDOMTREE TR

Follow

INTRST RATE HDGE (fund)

48 managers (48 13F filers) reported a position in AGZD shares at 2025-12-31, 2,614,850 shares in all. 5 filers opened a position and 5 filers sold out during the quarter.

Managers
48
13F filers
48
New
5
Added
17
Reduced
16
Sold out
5
Shares held by filers
2,614,850

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LPL Financial LLC391,656$8.81M<0.01%+44,17613F-HRTimeline
McAdam, LLC284,437$6.4M0.29%+40,06813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC275,631$6.2M<0.01%+252,09513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/196,419$4.42M<0.01%-251,47313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS194,335$4.37M0.01%-15,29313F-HRTimeline
Modern Wealth Management, LLC151,978$3.42M0.06%-14,62713F-HRTimeline
Trilogy Capital Inc.141,946$3.19M0.14%-10,77413F-HRTimeline
SYKON CAPITAL LLC106,652$2.4M0.77%+56,20013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED86,381$1.94M0.13%-1,17813F-HRTimeline
Sigma Planning Corp74,169$1.67M0.05%+1,18413F-HRTimeline
AXS Investments LLC70,395$1.58M0.55%+7313F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA68,066$1.53M<0.01%+1,26113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP64,660$1.45M<0.01%-59113F-HRTimelineGroup
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC59,875$1.35M0.35%-18,15713F-HRTimelineGroup
Global Retirement Partners, LLC47,299$1.06M0.02%-49513F-HRTimeline
UBS Group AGin group UBS Group AG41,922$943K<0.01%-8,24813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.36,851$830K<0.01%-9,63113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC36,881$829K<0.01%new13F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC34,604$778K<0.01%+3,28113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.28,525$641K<0.01%+2,72313F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV25,971$584K0.04%-67313F-HRTimeline
FLOW TRADERS U.S. LLC20,039$451K0.01%new13F-HRTimeline
PFG Investments, LLC19,720$443K0.02%+1,07913F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC17,660$397K0.31%13F-HRTimeline
Syntegra Private Wealth Group, LLC17,462$393K0.04%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…17,415$392K0.01%+14,99913F-HRTimelineGroup
Bucket List Wealth Management, LLC17,180$386K0.23%13F-HRTimeline
Private Advisor Group, LLC14,615$329K<0.01%-98513F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.13,623$306K0.2%-98013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,927$268K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,004$247K<0.01%-34,08913F-HRTimelineGroup
HighTower Advisors, LLC9,858$222K<0.01%+22913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,055$181K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,188$139K<0.01%+1,77013F-HRTimelineGroup
Cherry Tree Wealth Management, LLC3,234$72.7K0.02%-22413F-HRTimeline
Capital Investment Advisory Services, L…2,300$51.7K<0.01%013F-HRTimeline
Front Row Advisors LLC1,160$26.1K0.01%013F-HRTimeline
AE Wealth Management LLC970$21.8K<0.01%+17813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/928$20.8K<0.01%013F-HRTimelineGroup
Horizon Investments, LLC874$19.6K<0.01%+21113F-HRTimeline
Dogwood Wealth Management LLC826$18.6K0.01%013F-HRTimeline
COMERICA BANK690$15.5K<0.01%new13F-HRTimeline
Larson Financial Group LLC244$5.48K<0.01%+313F-HRTimeline
Golden State Wealth Management, LLC166$3.73K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.42$945<0.01%013F-HRTimeline
FMR LLCin group FMR LLC15$337<0.01%+1413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$23<0.01%-21813F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$20<0.01%013F-HRTimelineGroup