Who owns AGZD?
WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund · WisdomTree
47 institutions reported holding AGZD, worth $83.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of AGZD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| McAdam, LLC | Philadelphia, PA | $14.5M | 642,605 | +342,001 shares |
| LPL Financial LLC | Fort Mill, SC | $10.2M | 453,313 | +47,254 shares |
| WIN Advisors, Inc. | Palm Beach Gardens, FL | $10.0M | 441,101 | New position |
| Sykon Capital LLC | Harrison, NY | $7.2M | 319,250 | +217,170 shares |
| Bank of America Corp. | Charlotte, NC | $7.1M | 314,357 | +65,878 shares |
| Captrust Financial Advisors | Raleigh, NC | $4.5M | 199,056 | −6,421 shares |
| Trilogy Capital Inc. | Irvine, CA | $4.2M | 186,075 | −48,028 shares |
| Modern Wealth Management, LLC | Kansas City, MO | $2.4M | 106,908 | −20,025 shares |
| Silver Oak Securities, Incorporated | Jackson, TN | $1.8M | 80,596 | −4,562 shares |
| AXS Investments LLC | Port Chester, NY | $1.7M | 76,066 | −31,159 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns AGZD?
47 institutional managers reported holding AGZD in Form 13F filings for June 30, 2026, worth $83.9M in total. The largest reported position was held by McAdam, LLC, at $14.5M.
Did institutions buy or sell AGZD last quarter?
Reported 13F value rose 46.9% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 7 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is AGZD ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.