Wisdomtree Trust WisdomtreeAGZDETF
13F holders, Q2 2026 (June 30)46holders −1
5new positions
6sold out
1famous investor
$22.61avg. 13F price*
At the end of Q2 2026, 46 institutions reported holding Wisdomtree Trust Wisdomtree (AGZD) in their 13F filings, down 1 from Q1 2026. 5 opened new positions and 6 sold out. The largest holders were McAdam, LLC ($14.5M), LPL Financial LLC ($10.2M) and Win Advisors, Inc. ($10.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree Trust Wisdomtree
- CUSIP
- 97717W380
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $11.1M |
| Exits | 6 | $822K |
All 13F filers, Q1 2026 → Q2 2026: 1,243,220 shares bought and 182,183 shares sold, net +1,061,037 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| McAdam, LLC | 0.56% | Add +113.8% | 642,605 | $14.5M |
| LPL Financial LLC | 0.00% | Add +11.6% | 453,313 | $10.2M |
| Win Advisors, Inc. | 3.56% | New | 441,101 | $10.0M |
| Sykon Capital LLC | 2.22% | Add +212.7% | 319,250 | $7.2M |
| Bank of America Corp. | 0.00% | Add +26.5% | 314,357 | $7.1M |
| Captrust Financial Advisors | 0.01% | Reduce -3.1% | 199,056 | $4.5M |
| Trilogy Capital Inc. | 0.16% | Reduce -20.5% | 186,075 | $4.2M |
| Modern Wealth Management, LLC | 0.03% | Reduce -15.8% | 106,908 | $2.4M |
| Silver Oak Securities, Incorporated | 0.11% | Reduce -5.4% | 80,596 | $1.8M |
| AXS Investments LLC | 0.49% | Reduce -29.1% | 76,066 | $1.7M |
| UBS Group AG | 0.00% | Add +3.4% | 74,925 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +1.6% | 68,542 | $1.6M |
| Ameritas Advisory Services, LLC | 0.03% | Add +96.3% | 57,913 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +154.4% | 56,803 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -3.0% | 55,495 | $1.3M |
| Wbi Investments, LLC | 0.28% | Reduce -8.9% | 50,824 | $1.1M |
| Global Retirement Partners, LLC | 0.02% | — | 49,216 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +0.9% | 48,172 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.9% | 41,591 | $940K |
| Osaic Holdings, Inc. | 0.00% | Add +2.4% | 36,143 | $818K |
| Citadel Advisors | 0.00% | Reduce -30.1% | 36,054 | $815K |
| GreatBanc Trust CO | 0.45% | Add +14.1% | 32,300 | $730K |
| Susquehanna International Group, LLP | 0.00% | New | 29,520 | $667K |
| Creative Financial Designs Inc. | 0.03% | Add +17.7% | 29,448 | $666K |
| Equitable Holdings, Inc. | 0.00% | Reduce -28.0% | 19,574 | $443K |
| Syntegra Private Wealth Group, LLC | 0.03% | No change | 17,462 | $395K |
| Kestra Advisory Services, LLC | 0.00% | Add +16.3% | 16,762 | $379K |
| Gilpin Wealth Management, LLC | 0.24% | Reduce -4.9% | 15,660 | $354K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.0% | 14,443 | $327K |
| Interactive Financial Advisors, Inc. | 0.19% | Add +4.6% | 13,564 | $306K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 11,835 | $268K |
| Bucket List Wealth Management, LLC | 0.13% | Reduce -13.6% | 11,582 | $262K |
| Private Advisor Group, LLC | 0.00% | Reduce -12.4% | 10,423 | $236K |
| HighTower Advisors, LLC | 0.00% | Add +0.6% | 9,211 | $208K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 6,925 | $157K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.6% | 5,097 | $115K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 3,234 | $73K |
| Front Row Advisors LLC | 0.01% | No change | 1,160 | $26K |
| National Bank of Canada | 0.00% | No change | 928 | $21K |
| Dogwood Wealth Management LLC | 0.01% | No change | 826 | $19K |
| IFG Advisory, LLC | 0.00% | New | 478 | $11K |
| Horizon Investments, LLC | 0.00% | Reduce -50.0% | 435 | $10K |
| Larson Financial Group LLC | 0.00% | Add +0.8% | 248 | $6K |
| Golden State Wealth Management, LLC | 0.00% | No change | 166 | $4K |
| Wells Fargo & Company | 0.00% | Add +100.0% | 2 | $37 |
| Morgan Stanley | 0.00% | No change | 1 | $23 |
"% of holder's portfolio" is AGZD's weight in each manager's 13F, not the share of Wisdomtree Trust Wisdomtree the manager owns.