Who owns WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of AGZD from SEC Form 13F filings across 46 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 46 institutions disclosed 3.6M shares of WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund worth $82.1M — about 82.7% of shares outstanding; the largest disclosed holder is McAdam, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
46
13F holders
$82.1M
value, 2026 filers
82.7%
of shares outstanding (3.6M sh)
8
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of AGZD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | McAdam, LLC | 642,605 | $14.5M | 0.6% | 14.6% | +113.8% |
| 2 | LPL Financial LLC | 453,313 | $10.2M | 0.0% | 10.3% | +11.6% |
| 3 | WIN ADVISORS, INCNEW | 441,101 | $10.0M | 3.6% | 10% | new |
| 4 | SYKON CAPITAL LLC | 319,250 | $7.2M | 2.2% | 7.2% | +212.7% |
| 5 | BANK OF AMERICA CORP /DE/ | 314,357 | $7.1M | 0.0% | 7.1% | +26.5% |
| 6 | CAPTRUST FINANCIAL ADVISORS | 199,056 | $4.5M | 0.0% | 4.5% | -3.1% |
| 7 | Trilogy Capital Inc. | 186,075 | $4.2M | 0.2% | 4.2% | -20.5% |
| 8 | Modern Wealth Management, LLC | 106,908 | $2.4M | 0.0% | 2.4% | -15.8% |
| 9 | SILVER OAK SECURITIES, INCORPORATED | 80,596 | $1.8M | 0.1% | 1.8% | -5.4% |
| 10 | AXS Investments LLC | 76,066 | $1.7M | 0.5% | 1.7% | -29.1% |
| 11 | UBS Group AG | 74,925 | $1.7M | 0.0% | 1.7% | +3.3% |
| 12 | ROYAL BANK OF CANADA | 68,542 | $1.6M | 0.0% | 1.6% | +1.6% |
| 13 | Ameritas Advisory Services, LLC | 57,913 | $1.3M | 0.0% | 1.3% | +96.3% |
| 14 | JANE STREET GROUP, LLC | 56,803 | $1.3M | 0.0% | 1.3% | +154.4% |
| 15 | STIFEL FINANCIAL CORP | 55,495 | $1.3M | 0.0% | 1.3% | -3.0% |
| 16 | WBI INVESTMENTS, LLC | 50,824 | $1.1M | 0.3% | 1.2% | -8.9% |
| 17 | Global Retirement Partners, LLCNEW | 49,216 | $1.1M | 0.0% | 1.1% | new |
| 18 | Sigma Planning Corp | 48,172 | $1.1M | 0.0% | 1.1% | +0.9% |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 41,591 | $940,373 | 0.0% | 0.9% | +4.9% |
| 20 | OSAIC HOLDINGS, INC. | 36,143 | $818,273 | 0.0% | 0.8% | +2.4% |
| 21 | CITADEL ADVISORS LLC | 36,054 | $815,181 | 0.0% | 0.8% | -30.2% |
| 22 | GreatBanc Trust CO | 32,300 | $730,303 | 0.5% | 0.7% | +14.1% |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 29,520 | $667,447 | 0.0% | 0.7% | new |
| 24 | CREATIVE FINANCIAL DESIGNS INC /ADV | 29,448 | $665,819 | 0.0% | 0.7% | +17.7% |
| 25 | Equitable Holdings, Inc. | 19,574 | $442,571 | 0.0% | 0.4% | -28.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.