Wisdomtree Trust WisdomtreeAGZDETF
13F holders, Q3 2024 (September 30)54holders −3
6new positions
9sold out
1famous investor
$22.42avg. 13F price*
At the end of Q3 2024, 54 institutions reported holding Wisdomtree Trust Wisdomtree (AGZD) in their 13F filings, down 3 from Q2 2024. 6 opened new positions and 9 sold out. The largest holders were Modern Wealth Management, LLC ($23.1M), Trilogy Capital Inc. ($19.2M) and LPL Financial LLC ($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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $5.5M |
| Exits | 9 | $4.4M |
All 13F filers, Q2 2024 → Q3 2024: 499,751 shares bought and 829,709 shares sold, net −329,958 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Modern Wealth Management, LLC | 1.42% | Add +10.1% | 1,029,233 | $23.1M |
| Trilogy Capital Inc. | 0.97% | Add +16.6% | 855,867 | $19.2M |
| LPL Financial LLC | 0.01% | Reduce -11.0% | 634,062 | $14.2M |
| Bank of America Corp. | 0.00% | Reduce -1.2% | 613,753 | $13.8M |
| Win Advisors, Inc. | 4.83% | Reduce -5.4% | 459,149 | $10.3M |
| HighTower Advisors, LLC | 0.01% | Add +0.6% | 254,665 | $5.7M |
| Dogwood Wealth Management LLC | 2.97% | Add +7.3% | 230,479 | $5.2M |
| Captrust Financial Advisors | 0.02% | Reduce -0.8% | 226,690 | $5.1M |
| McAdam, LLC | 0.25% | Reduce -14.2% | 196,172 | $4.4M |
| Wbi Investments, LLC | 0.82% | New | 152,632 | $3.4M |
| Silver Oak Securities, Incorporated | 0.27% | Reduce -1.4% | 113,155 | $2.5M |
| Ameritas Advisory Services, LLC | 0.11% | Add +2.1% | 110,425 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.4% | 83,821 | $1.9M |
| Gladstone Institutional Advisory LLC | 0.09% | New | 82,834 | $1.9M |
| Stifel Financial Corp. | 0.00% | Reduce -3.7% | 80,833 | $1.8M |
| Sykon Capital LLC | 0.62% | Reduce -52.3% | 77,933 | $1.7M |
| Sigma Planning Corp | 0.05% | Add +12.6% | 71,125 | $1.6M |
| AXS Investments LLC | 0.43% | Reduce -20.3% | 70,902 | $1.6M |
| Tower Wealth Partners, Inc. | 0.92% | Add +2.1% | 70,708 | $1.6M |
| Mariner, LLC | 0.00% | Add +2.2% | 62,728 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.9% | 52,917 | $1.2M |
| UBS Group AG | 0.00% | Reduce -3.4% | 43,304 | $971K |
| Royal Bank of Canada | 0.00% | Add +3.0% | 35,031 | $785K |
| Cape Investment Advisory, Inc. | 0.31% | Reduce -9.9% | 34,128 | $765K |
| Jane Street Group, LLC | 0.00% | Reduce -62.9% | 31,894 | $715K |
| Retirement Planning Group, LLC | 0.04% | Reduce -5.7% | 31,074 | $697K |
| Private Advisor Group, LLC | 0.00% | Reduce -47.1% | 27,925 | $626K |
| Commonwealth Equity Services, LLC | 0.00% | Add +20.0% | 27,138 | $608K |
| Citadel Advisors | 0.00% | Reduce -54.0% | 26,498 | $594K |
| Interactive Financial Advisors, Inc. | 0.24% | Reduce -4.8% | 21,078 | $473K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -28.6% | 19,814 | $444K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | No change | 18,188 | $408K |
| Syntegra Private Wealth Group, LLC | 0.05% | No change | 17,462 | $391K |
| Creative Financial Designs Inc. | 0.03% | Add +4.1% | 14,770 | $331K |
| Main Line Retirement Advisors, LLC | 0.22% | Reduce -4.2% | 14,058 | $315K |
| PFG Investments, LLC | 0.02% | New | 11,129 | $250K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 3,458 | $78K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -97.8% | 2,300 | $52K |
| Front Row Advisors LLC | 0.02% | No change | 2,000 | $45K |
| Clear Point Advisors Inc. | 0.03% | Add +0.9% | 1,903 | $43K |
| Atwood & Palmer Inc. | 0.00% | No change | 1,046 | $23K |
| National Bank of Canada | 0.00% | No change | 865 | $19K |
| Morgan Stanley | 0.00% | Add +63800.0% | 639 | $14K |
| Goodman Advisory Group, LLC | 0.00% | Reduce -99.7% | 488 | $11K |
| Investors Research Corp | 0.00% | No change | 310 | $7K |
| Element Wealth, LLC | 0.00% | No change | 304 | $7K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 298 | $7K |
| Larson Financial Group LLC | 0.00% | Add +0.9% | 231 | $5K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 219 | $5K |
| Creekmur Asset Management LLC | 0.00% | Add +0.9% | 214 | $5K |
| Anfield Capital Management, LLC | 0.00% | New | 120 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 70 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 21 | $471 |
| Wells Fargo & Company | 0.00% | No change | 1 | $27 |
"% of holder's portfolio" is AGZD's weight in each manager's 13F, not the share of Wisdomtree Trust Wisdomtree the manager owns.