Wisdomtree Trust WisdomtreeAGZDETF
13F holders, Q1 2024 (March 31)56holders
1famous investor
$22.08avg. 13F price*
At the end of Q1 2024, 56 institutions reported holding Wisdomtree Trust Wisdomtree (AGZD) in their 13F filings. The largest holders were Modern Wealth Management, LLC ($23.7M), Trilogy Capital Inc. ($15.5M) and Bank of America Corp. ($14.2M). 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $13.3M |
| Exits | 14 | $8.3M |
Ownership 56 holders
| Modern Wealth Management, LLC | 2.20% | Add +18.5% | 1,072,285 | $23.7M |
| Trilogy Capital Inc. | 0.89% | Reduce -2.0% | 700,133 | $15.5M |
| Bank of America Corp. | 0.00% | Reduce -17.8% | 644,487 | $14.2M |
| LPL Financial LLC | 0.01% | Add +0.8% | 643,346 | $14.2M |
| Win Advisors, Inc. | 5.04% | New | 518,394 | $11.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.9% | 255,669 | $5.6M |
| Captrust Financial Advisors | 0.02% | Reduce -4.3% | 238,936 | $5.3M |
| McAdam, LLC | 0.29% | Add +15.7% | 206,712 | $4.6M |
| Silver Oak Securities, Incorporated | 0.39% | Reduce -3.0% | 116,686 | $2.6M |
| Capital Investment Advisory Services, LLC | 0.24% | Reduce -3.4% | 102,826 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.4% | 100,570 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -13.4% | 96,611 | $2.1M |
| Tower Wealth Partners, Inc. | 1.30% | Add +3.6% | 90,605 | $2.0M |
| Stifel Financial Corp. | 0.00% | Reduce -16.4% | 88,858 | $2.0M |
| Sykon Capital LLC | 0.65% | Reduce -49.9% | 81,031 | $1.8M |
| Ameritas Advisory Services, LLC | 0.07% | New | 76,290 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -82.8% | 72,378 | $1.6M |
| Goodman Advisory Group, LLC | 0.51% | Add +362.4% | 72,302 | $1.6M |
| Mariner, LLC | 0.00% | Add +1.8% | 60,243 | $1.3M |
| Capital Analysts, LLC | 0.06% | Add +3.1% | 57,839 | $1.3M |
| Sigma Planning Corp | 0.04% | Add +104.7% | 57,298 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +18.9% | 53,003 | $1.2M |
| Cape Investment Advisory, Inc. | 0.47% | Add +1.1% | 45,563 | $1.0M |
| UBS Group AG | 0.00% | Reduce -9.3% | 44,846 | $990K |
| Lee Financial Group Hawaii, Inc. | 0.73% | Add +4.5% | 42,348 | $935K |
| Freedom Investment Management, Inc. | 0.07% | Reduce -41.3% | 41,108 | $908K |
| Citadel Advisors | 0.00% | Reduce -21.6% | 39,325 | $868K |
| Empirical Asset Management, LLC | 0.38% | Add +0.9% | 35,441 | $783K |
| Significant Wealth Partners LLC | 0.35% | Add +102.5% | 24,373 | $538K |
| Interactive Financial Advisors, Inc. | 0.28% | Add +277.7% | 22,800 | $503K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.7% | 22,362 | $494K |
| MML Investors Services, LLC | 0.00% | Reduce -71.6% | 21,780 | $481K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | No change | 18,188 | $402K |
| Syntegra Private Wealth Group, LLC | 0.05% | No change | 17,462 | $386K |
| Susquehanna International Group, LLP | 0.00% | Reduce -13.2% | 15,719 | $347K |
| Main Line Retirement Advisors, LLC | 0.27% | Reduce -16.7% | 14,776 | $342K |
| First Wilshire Securities Management Inc. | 0.10% | Reduce -7.1% | 15,242 | $337K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -91.2% | 14,434 | $319K |
| Connectus Wealth, LLC | 0.01% | Add +0.2% | 14,272 | $315K |
| Creative Financial Designs Inc. | 0.03% | Add +26.6% | 13,969 | $308K |
| NewEdge Advisors, LLC | 0.00% | Add +3.9% | 13,157 | $291K |
| RDA Financial Network | 0.10% | Reduce -0.7% | 13,136 | $290K |
| Dogwood Wealth Management LLC | 0.13% | Add +12.2% | 8,763 | $193K |
| Royal Bank of Canada | 0.00% | Reduce -77.0% | 7,195 | $159K |
| Mather Group, Llc. | 0.00% | New | 7,114 | $156K |
| Pacific Capital Wealth Advisors, Inc. | 0.02% | No change | 4,428 | $98K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 3,458 | $76K |
| Front Row Advisors LLC | 0.02% | No change | 2,350 | $52K |
| Clear Point Advisors Inc. | 0.04% | Add +0.9% | 2,334 | $52K |
| National Bank of Canada | 0.00% | No change | 865 | $19K |
| ICA Group Wealth Management, LLC | 0.00% | Reduce -12.7% | 627 | $14K |
| Creekmur Asset Management LLC | 0.00% | Add +51.0% | 314 | $7K |
| Investors Research Corp | 0.00% | No change | 310 | $7K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -93.8% | 6 | $143 |
| FMR LLC | 0.00% | Reduce -50.0% | 1 | $22 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $18 |
"% of holder's portfolio" is AGZD's weight in each manager's 13F, not the share of Wisdomtree Trust Wisdomtree the manager owns.