Who Owns WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD)?Hedge Fund & Institutional Holders

$22.48-0.01 (-0.02%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$8.000600060004001e+115T

% of Float Held

—

QoQ Change in Holders

+15 / -4

Price History

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

AGZD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ENVESTNET ASSET MANAGEMENT INCNew Position+276K+$6.0M
McAdam, LLCNew Position+284K+$6.0M
Trilogy Capital Inc.New Position+142K+$3.2M
SILVER OAK SECURITIES, INCORPORATEDNew Position+86K+$1.9M
AXS Investments LLCNew Position+70K+$1.6M
Global Retirement Partners, LLCNew Position+47K+$1.0M
PFG Investments, LLCNew Position+20K+$443K
Main Line Retirement Advisors, LLCNew Position+18K+$404K
GILPIN WEALTH MANAGEMENT, LLCNew Position+18K+$397K
Syntegra Private Wealth Group, LLCNew Position+17K+$392K
Ameritas Advisory Services, LLCNew Position+17K+$391K
INTERACTIVE FINANCIAL ADVISORS, INC.New Position+14K+$306K
PARK AVENUE SECURITIES LLCNew Position+12K+$268K
Capital Investment Advisory Services, LLCNew Position+2K+$51K
AE Wealth Management LLCNew Position+970+$21K

AGZD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
BANK OF AMERICA CORP /DE/Decreased-251K-$10.1B
CAPTRUST FINANCIAL ADVISORSDecreased-15K-$4.7B
Modern Wealth Management, LLCDecreased-15K-$3.7B
JANE STREET GROUP, LLCClosed Position-133K-$3.0B
WBI INVESTMENTS, LLCDecreased-18K-$1.8B
Mariner, LLCClosed Position-70K-$1.6B
STIFEL FINANCIAL CORPDecreased-591-$1.5B
UBS Group AGDecreased-8K-$1.1B
OSAIC HOLDINGS, INC.Decreased-10K-$1.0B
CITADEL ADVISORS LLCDecreased-34K-$1.0B
CREATIVE FINANCIAL DESIGNS INC /ADVDecreased-673-$598.9M
Private Advisor Group, LLCDecreased-985-$351.0M
GreatBanc Trust COClosed Position-14K-$310.5M
Cherry Tree Wealth Management, LLCDecreased-224-$77.7M
PRINCIPAL SECURITIES, INC.Closed Position-223-$5.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC391,656$8.0M0.00%Share
2McAdam, LLC284,437$6.0M0.27%Share
3ENVESTNET ASSET MANAGEMENT INC275,631$6.0M0.00%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/107,012$2.0M0.00%Share
9BANK OF AMERICA CORP /DE/89,407$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
36MORGAN STANLEY1$00.00%Share
37JPMORGAN CHASE & CO6,188$00.00%Share
38GOLDMAN SACHS GROUP INC36,881$00.00%Share
39HighTower Advisors, LLC9,858$00.00%Share
40FMR LLC15$00.00%Share
41COMMONWEALTH EQUITY SERVICES, LLC34,604$00.00%Share
42OSAIC HOLDINGS, INC.36,851$00.00%Share
43WELLS FARGO & COMPANY/MN1$00.00%Share
44FLOW TRADERS U.S. LLC20,039$00.00%Share
45Cape Investment Advisory, Inc.42$00.00%Share
46NATIONAL BANK OF CANADA /FI/928$00.00%Share
47Private Advisor Group, LLC14,615$00.00%Share
48Kestra Advisory Services, LLC8,055$00.00%Share
49CITADEL ADVISORS LLC11,004$00.00%Share
50Equitable Holdings, Inc.28,525$00.00%Share

AGZD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202548$50.9M+16
Q3 202532$44.0B-15
Q2 202547$63.6B-7
Q1 202554$92.3B-3
Q4 202457$29.8T+16
Q3 202441$85.8T-2
Q2 202443$84.3T+6
Q1 202437$79.4T—

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As of Q4 2025, 50 institutional investors hold AGZD (WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund). The largest holder is LPL Financial LLC with $8.0M in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own AGZD?

As of Q4 2025, 50 institutional investors report holding AGZD (WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund) in their 13F filings.

Who is the largest institutional holder of AGZD?

The largest institutional holder of AGZD is LPL Financial LLC with $8.0M in shares.

Is institutional ownership of AGZD increasing or decreasing?

This quarter, 15 institutions opened new positions in AGZD and 4 closed their positions.