Wisdomtree Trust WisdomtreeAGZDETF
13F holders, Q2 2024 (June 30)57holders +1
10new positions
7sold out
1famous investor
$22.30avg. 13F price*
At the end of Q2 2024, 57 institutions reported holding Wisdomtree Trust Wisdomtree (AGZD) in their 13F filings, up 1 from Q1 2024. 10 opened new positions and 7 sold out. The largest holders were Modern Wealth Management, LLC ($20.8M), Trilogy Capital Inc. ($16.4M) and LPL Financial LLC ($15.9M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $4.3M |
| Exits | 7 | $2.4M |
All 13F filers, Q1 2024 → Q2 2024: 799,618 shares bought and 429,548 shares sold, net +370,070 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| Modern Wealth Management, LLC | 1.54% | Reduce -12.8% | 934,950 | $20.8M |
| Trilogy Capital Inc. | 0.89% | Add +4.9% | 734,328 | $16.4M |
| LPL Financial LLC | 0.01% | Add +10.8% | 712,713 | $15.9M |
| Bank of America Corp. | 0.00% | Reduce -3.6% | 621,216 | $13.9M |
| Win Advisors, Inc. | 4.83% | Reduce -6.4% | 485,240 | $10.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.0% | 253,178 | $5.6M |
| Captrust Financial Advisors | 0.02% | Reduce -4.3% | 228,631 | $5.1M |
| McAdam, LLC | 0.31% | Add +10.6% | 228,543 | $5.1M |
| Dogwood Wealth Management LLC | 2.95% | Add +2351.6% | 214,830 | $4.8M |
| Sykon Capital LLC | 1.37% | Add +101.6% | 163,371 | $3.6M |
| Goodman Advisory Group, LLC | 0.93% | Add +92.1% | 138,892 | $3.1M |
| Silver Oak Securities, Incorporated | 0.38% | Reduce -1.7% | 114,731 | $2.6M |
| Ameritas Advisory Services, LLC | 0.09% | Add +41.7% | 108,112 | $2.4M |
| Capital Investment Advisory Services, LLC | 0.24% | Add +0.8% | 103,674 | $2.3M |
| AXS Investments LLC | 0.55% | New | 88,964 | $2.0M |
| Jane Street Group, LLC | 0.00% | Add +18.7% | 85,905 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -14.6% | 85,889 | $1.9M |
| Stifel Financial Corp. | 0.00% | Reduce -5.5% | 83,968 | $1.9M |
| Tower Wealth Partners, Inc. | 0.95% | Reduce -23.5% | 69,275 | $1.5M |
| Sigma Planning Corp | 0.04% | Add +10.2% | 63,165 | $1.4M |
| Mariner, LLC | 0.00% | Add +1.9% | 61,377 | $1.4M |
| Capital Analysts, LLC | 0.06% | Add +6.1% | 61,348 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -37.1% | 60,788 | $1.4M |
| Old Mission Capital LLC | 0.03% | New | 58,054 | $1.3M |
| Citadel Advisors | 0.00% | Add +46.4% | 57,580 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.5% | 52,745 | $1.2M |
| UBS Group AG | 0.00% | Reduce -0.0% | 44,835 | $1000K |
| Cape Investment Advisory, Inc. | 0.38% | Reduce -16.9% | 37,878 | $845K |
| Royal Bank of Canada | 0.00% | Add +372.7% | 34,013 | $758K |
| Retirement Planning Group, LLC | 0.05% | New | 32,940 | $735K |
| Envestnet Asset Management Inc. | 0.00% | Add +92.1% | 27,733 | $618K |
| Empirical Asset Management, LLC | 0.21% | Reduce -28.2% | 25,452 | $568K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.1% | 22,617 | $504K |
| RDA Financial Network | 0.16% | Add +71.2% | 22,484 | $501K |
| Interactive Financial Advisors, Inc. | 0.27% | Reduce -2.9% | 22,130 | $494K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | No change | 18,188 | $406K |
| Syntegra Private Wealth Group, LLC | 0.05% | No change | 17,462 | $389K |
| MML Investors Services, LLC | 0.00% | Reduce -23.6% | 16,629 | $371K |
| Main Line Retirement Advisors, LLC | 0.25% | Reduce -0.7% | 14,667 | $327K |
| Creative Financial Designs Inc. | 0.03% | Add +1.6% | 14,188 | $316K |
| Focus Partners Wealth | 0.00% | New | 12,713 | $284K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 3,458 | $77K |
| Front Row Advisors LLC | 0.02% | Reduce -14.9% | 2,000 | $45K |
| Mather Group, Llc. | 0.00% | Reduce -72.8% | 1,937 | $43K |
| Clear Point Advisors Inc. | 0.03% | Reduce -19.2% | 1,885 | $42K |
| Atwood & Palmer Inc. | 0.00% | New | 1,046 | $23K |
| National Bank of Canada | 0.00% | No change | 865 | $19K |
| Investors Research Corp | 0.00% | No change | 310 | $7K |
| Element Wealth, LLC | 0.00% | New | 304 | $7K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | Reduce -93.3% | 298 | $7K |
| Larson Financial Group LLC | 0.00% | New | 229 | $5K |
| Creekmur Asset Management LLC | 0.00% | Reduce -32.5% | 212 | $5K |
| Sound Income Strategies, LLC | 0.00% | New | 70 | $2K |
| Wells Fargo & Company | 0.00% | No change | 1 | $31 |
| Morgan Stanley | 0.00% | New | 1 | $27 |
| FMR LLC | 0.00% | No change | 1 | $22 |
| Cwm, LLC | 0.00% | New | 6 | $0 |
"% of holder's portfolio" is AGZD's weight in each manager's 13F, not the share of Wisdomtree Trust Wisdomtree the manager owns.