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Public ownership evidence

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

Read AGZD insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Equitable Holdings, Inc.2026-06-302026-08-1819,574$442,571None
Modern Wealth Management, LLC2026-06-302026-08-15106,908$2,417,197None
Ameritas Advisory Services, LLC2026-06-302026-08-1557,913$1,309,416None
IFG Advisory, LLC2026-06-302026-08-15478$10,808None
OSAIC HOLDINGS, INC.2026-06-302026-08-1536,143$818,273None
JANE STREET GROUP, LLC2026-06-302026-08-1556,803$1,284,316None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1529,520$667,447None
ROYAL BANK OF CANADA2026-06-302026-08-151,042$24,000None
ROYAL BANK OF CANADA2026-06-302026-08-1567,500$1,526,000None
CITADEL ADVISORS LLC2026-06-302026-08-1536,054$815,181None
Larson Financial Group LLC2026-06-302026-08-15248$5,614None
WELLS FARGO & COMPANY/MN2026-06-302026-08-152$37None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15159,851$3,614,231None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15154,506$3,493,381None
Front Row Advisors LLC2026-06-302026-08-141,160$26,199None
Steward Partners Investment Advisory, LLC2026-06-302026-08-146,925$156,574None
UBS Group AG2026-06-302026-08-1474,925$1,694,054None
Horizon Investments, LLC2026-06-302026-08-14435$9,805None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-14199,056$4,500,656None
MORGAN STANLEY2026-06-302026-08-141$23None
SYKON CAPITAL LLC2026-06-302026-08-13319,250$7,218,245None
Integrated Wealth Concepts LLC2026-06-302026-08-1321$473None
STIFEL FINANCIAL CORP2026-06-302026-08-1355,495$1,254,743None
JPMORGAN CHASE & CO2026-06-302026-08-135,097$115,047None
WBI INVESTMENTS, LLC2026-06-302026-08-1218,871$426,673None
WBI INVESTMENTS, LLC2026-06-302026-08-1231,953$722,457None
AXS Investments LLC2026-06-302026-08-1176,066$1,719,852None
NATIONAL BANK OF CANADA /FI/2026-06-302026-08-11928$20,964None
Sigma Planning Corp2026-06-302026-08-0848,172$1,089,176None
LPL Financial LLC2026-06-302026-08-08453,313$10,249,400None
SILVER OAK SECURITIES, INCORPORATED2026-06-302026-08-0880,596$1,822,277None
Global Retirement Partners, LLC2026-06-302026-08-0749,216$1,112,782None
HighTower Advisors, LLC2026-06-302026-08-069,211$208,262None
WIN ADVISORS, INC2026-06-302026-08-05441,101$9,973,297None
McAdam, LLC2026-06-302026-08-05642,605$14,529,307None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-0441,591$940,373None
INTERACTIVE FINANCIAL ADVISORS, INC.2026-06-302026-08-0113,564$306,081None
GreatBanc Trust CO2026-06-302026-07-3132,300$730,303None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-3111,835$268,000None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-3014,443$326,570None
Kestra Advisory Services, LLC2026-06-302026-07-2916,762$378,985None
CREATIVE FINANCIAL DESIGNS INC /ADV2026-06-302026-07-2929,448$665,819None
Private Advisor Group, LLC2026-06-302026-07-2810,423$235,657None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-2811,835$268,000None
GILPIN WEALTH MANAGEMENT, LLC2026-06-302026-07-2515,660$354,073None
Golden State Wealth Management, LLC2026-06-302026-07-23166$3,753None
Bucket List Wealth Management, LLC2026-06-302026-07-1711,582$261,869None

90-day public filing window, up to 50 source positions.

Equitable Holdings, Inc. ↗Modern Wealth Management, LLC ↗Ameritas Advisory Services, LLC ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗ROYAL BANK OF CANADA ↗ROYAL BANK OF CANADA ↗CITADEL ADVISORS LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.