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Disclosery

AGZD WISDOMTREE TR

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INTRST RATE HDGE (fund)

46 managers (47 13F filers) reported a position in AGZD shares at 2026-03-31, 2,591,851 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
46
13F filers
47
New
3
Added
12
Reduced
22
Sold out
3
Shares held by filers
2,591,851

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
LPL Financial LLC406,059$9.16M<0.01%+14,40313F-HRTimeline
McAdam, LLC300,604$6.78M0.31%+16,16713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/248,479$5.6M<0.01%+52,06013F-HRTimelineGroup
Trilogy Capital Inc.234,103$5.28M0.24%+92,15713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS205,477$4.63M0.01%+11,14213F-HRTimeline
Modern Wealth Management, LLC126,933$2.86M0.05%-25,04513F-HRTimeline
AXS Investments LLC107,225$2.42M0.98%+36,83013F-HRTimeline
SYKON CAPITAL LLC102,080$2.3M0.77%-4,57213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED85,158$1.92M0.14%-1,22313F-HRTimeline
UBS Group AGin group UBS Group AG72,499$1.63M<0.01%+30,57713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA67,443$1.52M<0.01%-62313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP57,207$1.29M<0.01%-7,45313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC51,619$1.16M<0.01%+40,61513F-HRTimelineGroup
Sigma Planning Corp47,730$1.08M0.03%-26,43913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC39,640$894K<0.01%-235,99113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.35,297$797K<0.01%-1,55413F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…29,506$665K0.03%+12,09113F-HRTimelineGroup
GreatBanc Trust CO28,300$638K0.45%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.27,186$611K<0.01%-1,33913F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV25,024$564K0.03%-94713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC22,332$504K<0.01%new13F-HRTimelineGroup
PFG Investments, LLC19,815$447K0.02%+9513F-HRTimeline
Syntegra Private Wealth Group, LLC17,462$394K0.04%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC16,460$371K0.29%-1,20013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC15,529$350K<0.01%-19,07513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,419$325K<0.01%+6,36413F-HRTimelineGroup
Bucket List Wealth Management, LLC13,401$302K0.18%-3,77913F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.12,968$292K0.19%-65513F-HRTimeline
Private Advisor Group, LLC11,905$268K<0.01%-2,71013F-HRTimeline
FLOW TRADERS U.S. LLC11,389$257K0.01%-8,65013F-HRTimeline
HighTower Advisors, LLC9,161$207K<0.01%-69713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,127$115K<0.01%-1,06113F-HR/ATimelineGroup
Cherry Tree Wealth Management, LLC3,234$72.9K0.02%013F-HRTimeline
Capital Investment Advisory Services, L…2,300$51.9K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,024$45.6K<0.01%new13F-HRTimelineGroup
Front Row Advisors LLC1,160$26.2K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/928$20.9K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC927$20.9K<0.01%-4313F-HRTimeline
Horizon Investments, LLC870$19.6K<0.01%-413F-HRTimeline
Dogwood Wealth Management LLC826$18.6K0.01%013F-HRTimeline
Larson Financial Group LLC246$5.54K<0.01%+213F-HRTimeline
Golden State Wealth Management, LLC166$3.74K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$32<0.01%013F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$28<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC1$23<0.01%-1413F-HRTimelineGroup
WBI INVESTMENTS, LLCgroup of 2 filers holding0newTimeline