WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund(AGZD)

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WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund(AGZD)

NASDAQ

$22.66—

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AGZD(AGZD)

AGZD

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 64 Institutional Holders

Holder	Shares	Date	Change	% Held
Trilogy Capital Inc.	186.07K	Jun 30, 26	-48.03K	4.22%
Syntegra Private Wealth Group, LLC	17.46K	Jun 30, 26	--	0.40%
Dogwood Wealth Management LLC	826	Jun 30, 26	--	0.02%
Golden State Wealth Management, LLC	166	Jun 30, 26	--	0.00%
LPL Financial LLC	406.06K	Mar 31, 26	+14.40K	9.22%
McAdam, LLC	300.60K	Mar 31, 26	+16.17K	6.82%
BANK OF AMERICA CORP /DE/	248.48K	Mar 31, 26	+52.06K	5.64%
CAPTRUST FINANCIAL ADVISORS	205.48K	Mar 31, 26	+11.14K	4.66%
Modern Wealth Management, LLC	126.93K	Mar 31, 26	-25.05K	2.88%
AXS Investments LLC	107.22K	Mar 31, 26	+36.83K	2.43%
SYKON CAPITAL LLC	102.08K	Mar 31, 26	-4.57K	2.32%
SILVER OAK SECURITIES, INCORPORATED	85.16K	Mar 31, 26	-1.22K	1.93%
UBS Group AG	72.50K	Mar 31, 26	+30.58K	1.65%
ROYAL BANK OF CANADA	67.44K	Mar 31, 26	-623	1.53%
STIFEL FINANCIAL CORP	57.21K	Mar 31, 26	-7.45K	1.30%
WBI INVESTMENTS, INC.	55.81K	Mar 31, 26	-4.06K	1.27%
MILLINGTON SECURITIES, INC.	55.81K	Mar 31, 26	+55.81K	1.27%
CITADEL ADVISORS LLC	51.62K	Mar 31, 26	+40.62K	1.17%
Sigma Planning Corp	47.73K	Mar 31, 26	-26.44K	1.08%
ENVESTNET ASSET MANAGEMENT INC	39.64K	Mar 31, 26	-235.99K	0.90%
ADVISOR GROUP HOLDINGS, INC.	35.30K	Mar 31, 26	-1.55K	0.80%
Ameritas Advisory Services, LLC	29.51K	Mar 31, 26	+12.09K	0.67%
Equitable Holdings, Inc.	27.19K	Mar 31, 26	-1.34K	0.62%
CREATIVE FINANCIAL DESIGNS INC /ADV	25.02K	Mar 31, 26	-947	0.57%
JANE STREET GROUP, LLC	22.33K	Mar 31, 26	+22.33K	0.51%
PFG Investments, LLC	19.82K	Mar 31, 26	+95	0.45%
COMMONWEALTH EQUITY SERVICES, LLC	15.53K	Mar 31, 26	-19.07K	0.35%
Kestra Advisory Services, LLC	14.42K	Mar 31, 26	+6.36K	0.33%
INTERACTIVE FINANCIAL ADVISORS, INC.	12.97K	Mar 31, 26	-655	0.29%
Private Advisor Group, LLC	11.90K	Mar 31, 26	-2.71K	0.27%
FLOW TRADERS U.S. LLC	11.39K	Mar 31, 26	-8.65K	0.26%
HighTower Advisors, LLC	9.16K	Mar 31, 26	-697	0.21%
JPMORGAN CHASE & CO	5.13K	Mar 31, 26	-1.06K	0.12%
Cherry Tree Wealth Management, LLC	3.23K	Mar 31, 26	--	0.07%
Capital Investment Advisory Services, LLC	2.30K	Mar 31, 26	--	0.05%
Rockefeller Capital Management L.P.	2.02K	Mar 31, 26	+2.02K	0.05%
Front Row Advisors LLC	1.16K	Mar 31, 26	--	0.03%
NATIONAL BANK OF CANADA /FI/	928	Mar 31, 26	--	0.02%
AE Wealth Management LLC	927	Mar 31, 26	-43	0.02%
Horizon Investments, LLC	870	Mar 31, 26	-4	0.02%
Larson Financial Group LLC	246	Mar 31, 26	+2	0.01%
Western Wealth Management, LLC	92	Mar 31, 26	+92	0.00%
FMR LLC	1	Mar 31, 26	-14	0.00%
MORGAN STANLEY	1	Mar 31, 26	--	0.00%
WELLS FARGO & COMPANY/MN	1	Mar 31, 26	--	0.00%
GOLDMAN SACHS GROUP INC	--	Mar 31, 26	-36.88K	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-42	--
Main Line Retirement Advisors, LLC	--	Mar 31, 26	-17.73K	--
Global Retirement Partners, LLC	47.30K	Dec 31, 25	-495	1.07%
COMERICA BANK	690	Dec 31, 25	+690	0.02%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-627	--
Lee Financial Group Hawaii, Inc.	42.35K	Mar 31, 24	+1.83K	0.96%
Connectus Wealth, LLC	14.27K	Mar 31, 24	+29	0.32%
NEIRG Wealth Management, LLC	8.03K	Jun 30, 23	-4.29K	0.18%
Barber Financial Group, Inc.	297.58K	Mar 31, 23	+8.04K	6.75%
Quantitative Advantage, LLC	35.47K	Mar 31, 23	+1.49K	0.81%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	47.57K	Sep 30, 22	-6.84K	1.08%
Carroll Financial Associates, Inc.	180	Dec 31, 21	-3.76K	0.00%
Harborview Advisors, LLC	260.91K	Sep 30, 21	+181	5.92%
Ameritas Investment Company, LLC	8.34K	Sep 30, 21	+177	0.19%
Blue Sky Asset Management, LLC	14.06K	Dec 31, 20	-3.86K	0.32%
LADENBURG THALMANN FINANCIAL SERVICES INC.	50.13K	Dec 31, 19	+2.82K	1.14%
Advisor Group, Inc.	6.92K	Dec 31, 19	+475	0.16%
UBS AG	110	Sep 30, 14	+110	0.00%

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Holder

Date

Change

% Held

Trilogy Capital Inc.

186.07K

Jun 30, 26

-48.03K

4.22%

Syntegra Private Wealth Group, LLC

17.46K

Jun 30, 26

0.40%

Dogwood Wealth Management LLC

826

Jun 30, 26

0.02%

Golden State Wealth Management, LLC

166

Jun 30, 26

0.00%

LPL Financial LLC

406.06K

Mar 31, 26

+14.40K

9.22%

McAdam, LLC

300.60K

Mar 31, 26

+16.17K

6.82%

BANK OF AMERICA CORP /DE/

248.48K

Mar 31, 26

+52.06K

5.64%

CAPTRUST FINANCIAL ADVISORS

205.48K

Mar 31, 26

+11.14K

4.66%

Modern Wealth Management, LLC

126.93K

Mar 31, 26

-25.05K

2.88%

AXS Investments LLC

107.22K

Mar 31, 26

+36.83K

2.43%

SYKON CAPITAL LLC

102.08K

Mar 31, 26

-4.57K

2.32%

SILVER OAK SECURITIES, INCORPORATED

85.16K

Mar 31, 26

-1.22K

1.93%

UBS Group AG

72.50K

Mar 31, 26

+30.58K

1.65%

ROYAL BANK OF CANADA

67.44K

Mar 31, 26

-623

1.53%

STIFEL FINANCIAL CORP

57.21K

Mar 31, 26

-7.45K

1.30%

WBI INVESTMENTS, INC.

55.81K

Mar 31, 26

-4.06K

1.27%

MILLINGTON SECURITIES, INC.

55.81K

Mar 31, 26

+55.81K

1.27%

CITADEL ADVISORS LLC

51.62K

Mar 31, 26

+40.62K

1.17%

Sigma Planning Corp

47.73K

Mar 31, 26

-26.44K

1.08%

ENVESTNET ASSET MANAGEMENT INC

39.64K

Mar 31, 26

-235.99K

0.90%

ADVISOR GROUP HOLDINGS, INC.

35.30K

Mar 31, 26

-1.55K

0.80%

Ameritas Advisory Services, LLC

29.51K

Mar 31, 26

+12.09K

0.67%

Equitable Holdings, Inc.

27.19K

Mar 31, 26

-1.34K

0.62%

CREATIVE FINANCIAL DESIGNS INC /ADV

25.02K

Mar 31, 26

-947

0.57%

JANE STREET GROUP, LLC

22.33K

Mar 31, 26

+22.33K

0.51%

PFG Investments, LLC

19.82K

Mar 31, 26

+95

0.45%

COMMONWEALTH EQUITY SERVICES, LLC

15.53K

Mar 31, 26

-19.07K

0.35%

Kestra Advisory Services, LLC

14.42K

Mar 31, 26

+6.36K

0.33%

INTERACTIVE FINANCIAL ADVISORS, INC.

12.97K

Mar 31, 26

-655

0.29%

Private Advisor Group, LLC

11.90K

Mar 31, 26

-2.71K

0.27%

FLOW TRADERS U.S. LLC

11.39K

Mar 31, 26

-8.65K

0.26%

HighTower Advisors, LLC

9.16K

Mar 31, 26

-697

0.21%

JPMORGAN CHASE & CO

5.13K

Mar 31, 26

-1.06K

0.12%

Cherry Tree Wealth Management, LLC

3.23K

Mar 31, 26

0.07%

Capital Investment Advisory Services, LLC

2.30K

Mar 31, 26

0.05%

Rockefeller Capital Management L.P.

2.02K

Mar 31, 26

+2.02K

0.05%

Front Row Advisors LLC

1.16K

Mar 31, 26

0.03%

NATIONAL BANK OF CANADA /FI/

928

Mar 31, 26

0.02%

AE Wealth Management LLC

927

Mar 31, 26

-43

0.02%

Horizon Investments, LLC

870

Mar 31, 26

-4

0.02%

Larson Financial Group LLC

246

Mar 31, 26

0.01%

Western Wealth Management, LLC

Mar 31, 26

+92

0.00%

FMR LLC

Mar 31, 26

-14

0.00%

MORGAN STANLEY

Mar 31, 26

0.00%

WELLS FARGO & COMPANY/MN

Mar 31, 26

0.00%

GOLDMAN SACHS GROUP INC

Mar 31, 26

-36.88K

Cape Investment Advisory, Inc.

Mar 31, 26

-42

Main Line Retirement Advisors, LLC

Mar 31, 26

-17.73K

Global Retirement Partners, LLC

47.30K

Dec 31, 25

-495

1.07%

COMERICA BANK

690

Dec 31, 25

+690

0.02%

ICA Group Wealth Management, LLC

Jun 30, 24

-627

Lee Financial Group Hawaii, Inc.

42.35K

Mar 31, 24

+1.83K

0.96%

Connectus Wealth, LLC

14.27K

Mar 31, 24

+29

0.32%

NEIRG Wealth Management, LLC

8.03K

Jun 30, 23

-4.29K

0.18%

Barber Financial Group, Inc.

297.58K

Mar 31, 23

+8.04K

6.75%

Quantitative Advantage, LLC

35.47K

Mar 31, 23

+1.49K

0.81%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

47.57K

Sep 30, 22

-6.84K

1.08%

Carroll Financial Associates, Inc.

180

Dec 31, 21

-3.76K

0.00%

Harborview Advisors, LLC

260.91K

Sep 30, 21

+181

5.92%

Ameritas Investment Company, LLC

8.34K

Sep 30, 21

+177

0.19%

Blue Sky Asset Management, LLC

14.06K

Dec 31, 20

-3.86K

0.32%

LADENBURG THALMANN FINANCIAL SERVICES INC.

50.13K

Dec 31, 19

+2.82K

1.14%

Advisor Group, Inc.

6.92K

Dec 31, 19

+475

0.16%

UBS AG

110

Sep 30, 14

+110

0.00%