AGZD

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
$22.51+0.04 (+0.18%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Shares Held

3.9165627563128444e+212B

Total Value

$8.000600060004001e+115T

% of Float

Price History

$22.06$22.21$22.36$22.51$22.66Aug 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC391,656$8.0M0.00%Share
2ENVESTNET ASSET MANAGEMENT INC275,631$6.0M0.00%Share
3McAdam, LLC284,437$6.0M0.27%Share
4CAPTRUST FINANCIAL ADVISORS194,335$4.0M0.01%Share
5Modern Wealth Management, LLC151,978$3.4M0.06%Share
6Trilogy Capital Inc.141,946$3.2M0.14%Share
7SYKON CAPITAL LLC106,652$2.4M0.77%Share
8BANK OF AMERICA CORP /DE/89,407$2.0M0.00%Share
9BANK OF AMERICA CORP /DE/107,012$2.0M0.00%Share
10SILVER OAK SECURITIES, INCORPORATED86,381$1.9M0.13%Share
11Sigma Planning Corp74,169$1.7M0.05%Share
12AXS Investments LLC70,395$1.6M0.76%Share
13STIFEL FINANCIAL CORP64,660$1.0M0.00%Share
14Global Retirement Partners, LLC47,299$1.0M0.02%Share
15ROYAL BANK OF CANADA67,024$1.0M0.00%Share
16UBS Group AG41,118$924K0.00%Share
17WBI INVESTMENTS, LLC37,672$847K0.22%Share
18CREATIVE FINANCIAL DESIGNS INC /ADV25,971$583K0.04%Share
19WBI INVESTMENTS, LLC22,203$499K0.13%Share
20PFG Investments, LLC19,720$443K0.02%Share
21Main Line Retirement Advisors, LLC17,731$404K0.35%Share
22GILPIN WEALTH MANAGEMENT, LLC17,660$397K0.31%Share
23Syntegra Private Wealth Group, LLC17,462$392K0.04%Share
24Ameritas Advisory Services, LLC17,415$391K0.01%Share
25INTERACTIVE FINANCIAL ADVISORS, INC.13,623$306K0.20%Share
26PARK AVENUE SECURITIES LLC11,927$268K0.00%Share
27Cherry Tree Wealth Management, LLC3,234$72K0.02%Share
28Capital Investment Advisory Services, LLC2,300$51K0.00%Share
29Front Row Advisors LLC1,160$26K0.01%Share
30AE Wealth Management LLC970$21K0.00%Share
31Horizon Investments, LLC874$19K0.00%Share
32Dogwood Wealth Management LLC826$18K0.01%Share
33UBS Group AG804$18K0.00%Share
34COMERICA BANK690$15K0.00%Share
35Golden State Wealth Management, LLC166$3K0.00%Share
36Larson Financial Group LLC244$00.00%Share
37NATIONAL BANK OF CANADA /FI/928$00.00%Share
38FMR LLC15$00.00%Share
39CITADEL ADVISORS LLC11,004$00.00%Share
40Private Advisor Group, LLC14,615$00.00%Share
41Equitable Holdings, Inc.28,525$00.00%Share
42MORGAN STANLEY1$00.00%Share
43JPMORGAN CHASE & CO6,188$00.00%Share
44ROYAL BANK OF CANADA1,042$00.00%Share
45GOLDMAN SACHS GROUP INC36,881$00.00%Share
46Kestra Advisory Services, LLC8,055$00.00%Share
47Cape Investment Advisory, Inc.42$00.00%Share
48COMMONWEALTH EQUITY SERVICES, LLC34,604$00.00%Share
49OSAIC HOLDINGS, INC.36,851$00.00%Share
50WELLS FARGO & COMPANY/MN1$00.00%Share