Who Owns AGZD?
WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund — Institutional Ownership & 13F Holdings
$22.63
+0.03 (+0.13%)
Market Cap
$91.3M
Shares Outstanding
3,929,048
Institutional Holders
54
Total Inst. Value
$75.0M
% of Float Held
—
QoQ Holder Change
+17
Institutional data as of Q1 2025
New Positions
9
Closed Positions
12
Increased
16
Decreased
17
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Trilogy Capital Inc. | $20.5M | 916,944 |
| 2 | BANK OF AMERICA CORP /DE/ | $11.5M | 514,870 |
| 3 | WIN ADVISORS, INCNew | $8.5M | 382,502 |
| 4 | STIFEL FINANCIAL CORP | $4.6M | 205,068 |
| 5 | McAdam, LLC | $4.5M | 203,166 |
| 6 | Modern Wealth Management, LLC | $4.4M | 198,633 |
| 7 | JANE STREET GROUP, LLCNew | $3.0M | 133,036 |
| 8 | SYKON CAPITAL LLC | $2.3M | 103,568 |
| 9 | Sigma Planning Corp | $1.8M | 80,387 |
| 10 | ROYAL BANK OF CANADA | $1.3M | 58,583 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Trilogy Capital Inc. | +17K | $20.5M |
| WIN ADVISORS, INCNew | +383K | $8.5M |
| STIFEL FINANCIAL CORP | +131K | $4.6M |
| JANE STREET GROUP, LLCNew | +133K | $3.0M |
| Sigma Planning Corp | +14K | $1.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -230K | $733K |
| Dogwood Wealth Management LLC | -229K | $36K |
| HighTower Advisors, LLC | -176K | $285K |
| LPL Financial LLC | -150K | $10K |
| BANK OF AMERICA CORP /DE/ | -84K | $11.5M |
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Frequently Asked Questions
How many institutional investors hold AGZD?
As of Q1 2025, 54 institutional investors report holding AGZD (WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund) in their 13F filings.
Which hedge fund owns the most AGZD?
The largest institutional holder of AGZD is Trilogy Capital Inc. with $20.5M in shares.
Are institutions buying or selling AGZD?
This quarter, 9 institutions opened new positions in AGZD and 12 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.