AGZD · WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund ETF
$22.57
+0.01 (+0.07%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $815,180
Total Shares: 36,054
Institutional Ownership Trend
15 quarters
Holder Concentration
Across 1 13F filers · Δ vs Jun 30, 2023Top Holder
100.0%
+46.7 pts
Top 5
100.0%
+0.0 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Highly concentrated+6,366
Quarterly Activity
vs Jun 30, 2023
New
1
Increased
0
Decreased
0
Sold Out
7
Unchanged
0
Holder count:
-6
Institutional value:
-94.1%
Shares held:
-94.2%
Top New Positions
vs Jun 30, 2023| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 36,054 | $815,180 |
Top Sold-Out Positions
vs Jun 30, 2023| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega JANE STREET GROUP, LLC | 331,341 | $7,329,262 | |
| Large CAPTRUST FINANCIAL ADVISORS | 122,062 | $2,700,011 | |
| Large OSAIC HOLDINGS, INC. | 112,859 | $2,496,439 | |
| Large STIFEL FINANCIAL CORP | 54,914 | $1,214,697 | |
| Mid Stonebridge Capital Advisors LLC | 465 | $10,285 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC AGZD | $815,180 | 100.00% | 36,054 | Shares | 2026-09-02 |