WISDOMTREE TR (AGZD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
45
Reporting holders
$82.1M
Reported value
0.0%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| McAdam, LLC | $14.5M | 642,605 | 0.56% | 23q | +113.8%+$7.7M |
| LPL Financial LLC | $10.2M | 453,313 | 0.00% | 22q | +11.6%+$1.1M |
| WIN ADVISORS, INC | $10.0M | 441,101 | 3.56% | new | NEW |
| SYKON CAPITAL LLC | $7.2M | 319,250 | 2.22% | 13q | +212.7%+$4.9M |
| BANK OF AMERICA CORP /DE/ | $7.1M | 314,357 | 0.00% | 31q | +26.5%+$1.5M |
| CAPTRUST FINANCIAL ADVISORS | $4.5M | 199,056 | 0.01% | 13q | -3.1%-$145.2K |
| Trilogy Capital Inc. | $4.2M | 186,075 | 0.16% | 26q | -20.5%-$1.1M |
| Modern Wealth Management, LLC | $2.4M | 106,908 | 0.03% | 11q | -15.8%-$452.8K |
| SILVER OAK SECURITIES, INCORPORATED | $1.8M | 80,596 | 0.11% | 18q | -5.4%-$103.1K |
| AXS Investments LLC | $1.7M | 76,066 | 0.49% | 5q | -29.1%-$704.5K |
| UBS Group AG | $1.7M | 74,925 | 0.00% | 31q | +3.3%+$54.9K |
| ROYAL BANK OF CANADA | $1.6M | 68,542 | 0.00% | 31q | +1.6%+$24.9K |
| Ameritas Advisory Services, LLC | $1.3M | 57,913 | 0.03% | 10q | +96.3%+$642.3K |
| JANE STREET GROUP, LLC | $1.3M | 56,803 | 0.00% | 2q | +154.4%+$779.4K |
| STIFEL FINANCIAL CORP | $1.3M | 55,495 | 0.00% | 20q | -3.0%-$38.7K |
| WBI INVESTMENTS, LLC | $1.1M | 50,824 | 0.28% | 8q | -8.9%-$112.8K |
| Global Retirement Partners, LLC | $1.1M | 49,216 | 0.02% | 4q | +4.1%+$43.3K |
| Sigma Planning Corp | $1.1M | 48,172 | 0.03% | 15q | +0.9%+$10.0K |
| ENVESTNET ASSET MANAGEMENT INC | $940.4K | 41,591 | 0.00% | 14q | +4.9%+$44.1K |
| OSAIC HOLDINGS, INC. | $818.3K | 36,143 | 0.00% | 26q | +2.4%+$19.2K |
| CITADEL ADVISORS LLC | $815.2K | 36,054 | 0.00% | 6q | -30.2%-$351.9K |
| GreatBanc Trust CO | $730.3K | 32,300 | 0.45% | 2q | +14.1%+$90.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $667.4K | 29,520 | 0.00% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $665.8K | 29,448 | 0.03% | 15q | +17.7%+$100.0K |
| Equitable Holdings, Inc. | $442.6K | 19,574 | 0.00% | 6q | -28.0%-$172.1K |
| Syntegra Private Wealth Group, LLC | $394.8K | 17,462 | 0.03% | 15q | HELD |
| Kestra Advisory Services, LLC | $379.0K | 16,762 | 0.00% | 3q | +16.2%+$53.0K |
| GILPIN WEALTH MANAGEMENT, LLC | $354.1K | 15,660 | 0.24% | 3q | -4.9%-$18.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $326.6K | 14,443 | 0.00% | 31q | -7.0%-$24.6K |
| INTERACTIVE FINANCIAL ADVISORS, INC. | $306.1K | 13,564 | 0.19% | 31q | +4.6%+$13.4K |
| Bucket List Wealth Management, LLC | $261.9K | 11,582 | 0.13% | 3q | -13.6%-$41.1K |
| Private Advisor Group, LLC | $235.7K | 10,423 | 0.00% | 19q | -12.4%-$33.5K |
| HighTower Advisors, LLC | $208.3K | 9,211 | 0.00% | 21q | +0.5%+$1.1K |
| Steward Partners Investment Advisory, LLC | $156.6K | 6,925 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $115.0K | 5,097 | 0.00% | 4q | -0.6% |
| Front Row Advisors LLC | $26.2K | 1,160 | 0.01% | 20q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $21.0K | 928 | 0.00% | 13q | HELD |
| Dogwood Wealth Management LLC | $18.7K | 826 | 0.01% | 11q | HELD |
| IFG Advisory, LLC | $10.8K | 478 | 0.00% | new | NEW |
| Horizon Investments, LLC | $9.8K | 435 | 0.00% | 4q | -50.0%-$9.8K |
| Larson Financial Group LLC | $5.6K | 248 | 0.00% | 9q | +0.8% |
| Golden State Wealth Management, LLC | $3.8K | 166 | 0.00% | 7q | HELD |
| Cambridge Investment Research Advisors, Inc. | $536 | 23,670 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $473 | 21 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $37 | 2 | 0.00% | 15q | HELD |
| MORGAN STANLEY | $23 | 1 | 0.00% | 9q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-06 | 13G | WIN ADVISORS, INC | 7.9% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 45 | $82.1M | 3,631,241 | 5 | 18 | 15 | 0.0% |
| Q1 2026 | 47 | $58.2M | 2,580,555 | 4 | 12 | 20 | 0.0% |
| Q4 2025 | 46 | $58.1M | 2,582,884 | 3 | 15 | 17 | 0.0% |
| Q3 2025 | 46 | $60.3M | 2,679,471 | 2 | 11 | 21 | 0.0% |
| Q2 2025 | 48 | $66.3M | 2,981,844 | 4 | 12 | 19 | 0.0% |
| Q1 2025 | 53 | $94.8M | 4,242,031 | 8 | 15 | 15 | 0.0% |
| Q4 2024 | 56 | $103.1M | 4,590,150 | 12 | 12 | 18 | 0.0% |
| Q3 2024 | 52 | $130.2M | 5,807,102 | 6 | 14 | 21 | 0.0% |
| Q2 2024 | 51 | $134.9M | 6,048,817 | 8 | 16 | 18 | 0.0% |
| Q1 2024 | 51 | $126.3M | 5,720,806 | 3 | 19 | 20 | 0.0% |
| Q4 2023 | 62 | $132.1M | 6,007,730 | 10 | 14 | 23 | 0.0% |
| Q3 2023 | 50 | $129.2M | 5,830,736 | 5 | 39 | 3 | 0.0% |
| Q2 2023 | 49 | $161.7M | 3,640,306 | 4 | 14 | 22 | 0.0% |
| Q1 2023 | 50 | $161.0M | 3,680,222 | 11 | 15 | 17 | 0.0% |
| Q4 2022 | 39 | $178.3M | 4,103,344 | 6 | 12 | 15 | 0.0% |
| Q3 2022 | 58 | $261.2M | 5,832,921 | 9 | 19 | 21 | 0.0% |
| Q2 2022 | 52 | $301.4M | 6,599,810 | 15 | 17 | 12 | 0.0% |
| Q1 2022 | 45 | $250.2M | 5,373,496 | 10 | 15 | 11 | 0.0% |
| Q4 2021 | 41 | $160.6M | 3,439,081 | 5 | 17 | 9 | 0.0% |
| Q3 2021 | 39 | $154.0M | 3,280,697 | 9 | 15 | 9 | 0.0% |
| Q2 2021 | 32 | $137.4M | 2,921,163 | 7 | 7 | 11 | 0.0% |
| Q1 2021 | 29 | $81.2M | 1,727,122 | 9 | 11 | 4 | 0.0% |
| Q4 2020 | 23 | $48.6M | 1,031,950 | 5 | 5 | 9 | 0.0% |
| Q3 2020 | 21 | $47.4M | 1,011,350 | 2 | 7 | 6 | 0.0% |
| Q2 2020 | 23 | $58.5M | 1,243,087 | 5 | 10 | 6 | 0.0% |
| Q1 2020 | 24 | $54.2M | 1,164,413 | 4 | 4 | 12 | 0.0% |
| Q4 2019 | 25 | $46.8M | 972,699 | 4 | 10 | 7 | 0.0% |
| Q3 2019 | 26 | $41.8M | 875,340 | 0 | 11 | 9 | 0.0% |
| Q2 2019 | 28 | $46.9M | 984,499 | 5 | 11 | 7 | 0.0% |
| Q1 2019 | 26 | $37.8M | 794,699 | 4 | 12 | 5 | 0.0% |
| Q4 2018 | 27 | $41.6M | 881,004 | 1 | 0 | 1 | 0.0% |