WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of AGZD?
Owner Type	Number of Shares	Ownership Percentage

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 0% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
0%	LPL Financial LLC	376,576	US$0	-12.1%	no data
0%	Merrill Lynch, Pierce, Fenner & Smith Incorporated	375,788	US$0	-7.03%	no data
0%	CapFinancial Partners, LLC	225,858	US$0	-1.06%	0.01%
0%	McAdam LLC	216,313	US$0	6.47%	0.25%
0%	Modern Wealth Management, LLC	195,383	US$0	-1.64%	0.1%
0%	Jane Street Group, LLC	159,300	US$0	19.7%	0.01%
0%	Trilogy Capital	152,720	US$0	-19.6%	0.16%
0%	Managed Account Advisors LLC	102,824	US$0	-6.93%	no data
0%	WBI Investments, LLC	96,233	US$0	135%	0.63%
0%	AXS Investments LLC	95,135	US$0	41.9%	0.56%
0%	Silver Oak Securities, Incorporated	87,559	US$0	-21%	0.15%
0%	Sykon Capital LLC	82,105	US$0	-20.7%	0.65%
0%	Sigma Planning Corporation	80,389	US$0	0%	0.05%
0%	Stifel Asset Management Corp.	69,901	US$0	-65.9%	no data
0%	Mariner Independent Advisor Network, LLC	66,484	US$0	2.2%	0.03%
0%	Millington Securities, LLC	56,762	US$0	0%	3.7%
0%	Royal Bank of Canada	54,745	US$0	-4.86%	no data
0%	Osaic Wealth, Inc.	54,118	US$0	0.43%	no data
0%	UBS Asset Management AG	48,120	US$0	-11.2%	no data
0%	Global Retirement Partners, LLC	47,794	US$0	9.19%	0.02%
0%	WIN Advisors, Inc	36,430	US$0	-90.5%	0.36%
0%	Commonwealth Equity Services, LLC	31,323	US$0	-2.91%	no data
0%	Envestnet Asset Management, Inc.	25,508	US$0	-22.2%	no data
0%	Citadel Advisors LLC	23,283	US$0	-54.8%	no data
0%	Old Mission Capital, LLC	22,892	US$0	-71.4%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/10/29 13:46
End of Day Share Price	2025/10/28 00:00
Earnings	N/A
Annual Earnings	N/A

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.