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
Institutions	4,505,328	100%

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%	Trilogy Capital	916,944	US$0	1.92%	1.0%
0%	LPL Financial Corporation, Asset Management Arm	428,285	US$0	-26%	no data
0%	Merrill Lynch & Co. Inc., Banking Investments	404,194	US$0	-18.3%	no data
0%	WIN Advisors, Inc	382,502	US$0	827%	4.08%
0%	CapFinancial Partners, LLC, Asset Management Arm	228,274	US$0	-0.16%	0.01%
0%	Stifel Asset Management Corp.	205,068	US$0	178%	no data
0%	McAdam LLC, Asset Management Arm	203,166	US$0	-0.1%	0.26%
0%	Modern Wealth Management, LLC	198,633	US$0	-1.34%	0.13%
0%	Hershey Financial Advisers, LLC	181,235	US$0	0%	3.52%
0%	Jane Street Group, LLC, Asset Management Arm	133,036	US$0	0%	no data
0%	Silver Oak Securities, Inc., Asset Management Arm	110,638	US$0	-0.94%	0.21%
0%	Managed Account Advisors LLC	110,476	US$0	5.88%	no data
0%	Sykon Capital LLC	103,568	US$0	-39.9%	0.86%
0%	Sigma Planning Corporation	80,387	US$0	21.4%	0.05%
0%	Old Mission Capital, LLC, Asset Management Arm	80,132	US$0	307%	0.03%
0%	Mariner Independent Advisor Network, LLC	65,052	US$0	0.94%	0.03%
0%	Royal Bank of Canada, Banking & Securities Investments	57,541	US$0	26.5%	no data
0%	UBS Asset Management AG	54,192	US$0	27.3%	no data
0%	Osaic Wealth, Inc. , Asset Management Arm	53,884	US$0	3.9%	no data
0%	Citadel Advisors LLC	51,478	US$0	0%	no data
0%	WBI Investments, LLC	40,871	US$0	-53.1%	0.27%
0%	Susquehanna International Group, LLP, Asset Management Arm	36,206	US$0	0%	no data
0%	Commonwealth Equity Services, LLC	35,097	US$0	13.7%	no data
0%	Envestnet Asset Management, Inc.	32,780	US$0	-87.5%	no data
0%	Ameritas Investment Partners, Inc.	29,997	US$0	9.22%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/07/07 13:15
End of Day Share Price	2025/07/03 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

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

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.