Wisdomtree Trust WisdomtreeAGZDETF
13F holders, Q4 2024 (December 31)58holders +4
11new positions
11sold out
$22.46avg. 13F price*
At the end of Q4 2024, 58 institutions reported holding Wisdomtree Trust Wisdomtree (AGZD) in their 13F filings, up 4 from Q3 2024. 11 opened new positions and 11 sold out. The largest holders were Trilogy Capital Inc. ($20.2M), Bank of America Corp. ($13.5M) and LPL Financial LLC ($13.0M).
- Company
- Wisdomtree Trust Wisdomtree
- CUSIP
- 97717W380
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $5.4M |
| Exits | 11 | $5.2M |
All 13F filers, Q3 2024 → Q4 2024: 647,247 shares bought and 2,084,328 shares sold, net −1,437,081 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| Trilogy Capital Inc. | 1.04% | Add +5.1% | 899,650 | $20.2M |
| Bank of America Corp. | 0.00% | Reduce -2.4% | 599,125 | $13.5M |
| LPL Financial LLC | 0.01% | Reduce -8.7% | 578,752 | $13.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +1224.5% | 262,429 | $5.9M |
| Captrust Financial Advisors | 0.01% | Add +0.9% | 228,639 | $5.1M |
| McAdam, LLC | 0.25% | Add +3.7% | 203,374 | $4.6M |
| Modern Wealth Management, LLC | 0.17% | Reduce -80.4% | 201,323 | $4.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -25.9% | 188,608 | $4.2M |
| Hershey Financial Advisers, LLC | 3.58% | — | 181,235 | $4.1M |
| Sykon Capital LLC | 1.33% | Add +121.2% | 172,416 | $3.9M |
| Avantax Advisory Services, Inc. | 0.02% | New | 124,746 | $2.8M |
| Silver Oak Securities, Incorporated | 0.23% | Reduce -1.3% | 111,690 | $2.5M |
| Wbi Investments, LLC | 0.49% | Reduce -43.0% | 87,082 | $2.0M |
| Stifel Financial Corp. | 0.00% | Reduce -8.8% | 73,703 | $1.7M |
| AXS Investments LLC | 0.42% | Reduce -5.5% | 67,027 | $1.5M |
| Sigma Planning Corp | 0.05% | Reduce -6.9% | 66,233 | $1.5M |
| Mariner, LLC | 0.00% | Add +2.7% | 64,448 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.0% | 51,358 | $1.2M |
| Gladstone Institutional Advisory LLC | 0.05% | Reduce -41.3% | 48,629 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +32.9% | 46,541 | $1.0M |
| UBS Group AG | 0.00% | Reduce -1.7% | 42,567 | $956K |
| Win Advisors, Inc. | 0.45% | Reduce -91.0% | 41,271 | $927K |
| Park Avenue Securities LLC | 0.01% | New | 40,776 | $916K |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.8% | 30,875 | $693K |
| Retirement Planning Group, LLC | 0.03% | Reduce -6.1% | 29,180 | $655K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -75.1% | 27,466 | $617K |
| Private Advisor Group, LLC | 0.00% | Reduce -17.6% | 23,000 | $517K |
| Interactive Financial Advisors, Inc. | 0.25% | Add +1.3% | 21,356 | $480K |
| Old Mission Capital LLC | 0.01% | New | 19,708 | $443K |
| TrueMark Investments, LLC | 0.14% | New | 19,581 | $440K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | No change | 18,188 | $409K |
| Syntegra Private Wealth Group, LLC | 0.04% | No change | 17,462 | $392K |
| Creative Financial Designs Inc. | 0.03% | Reduce -0.3% | 14,724 | $331K |
| MML Investors Services, LLC | 0.00% | New | 13,579 | $305K |
| PFG Investments, LLC | 0.02% | Add +13.4% | 12,625 | $284K |
| Sovran Advisors, LLC | 0.04% | — | 12,552 | $283K |
| Independent Advisor Alliance | 0.00% | New | 9,592 | $215K |
| Kestra Advisory Services, LLC | 0.00% | New | 9,408 | $211K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 3,458 | $78K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 2,300 | $52K |
| Dogwood Wealth Management LLC | 0.02% | Reduce -99.1% | 2,033 | $46K |
| Front Row Advisors LLC | 0.02% | No change | 2,000 | $45K |
| National Bank of Canada | 0.00% | Add +7.3% | 928 | $21K |
| AE Wealth Management LLC | 0.00% | New | 805 | $18K |
| Morgan Stanley | 0.00% | No change | 639 | $14K |
| 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 +1.3% | 234 | $5K |
| Creekmur Asset Management LLC | 0.00% | Add +0.9% | 216 | $5K |
| Golden State Wealth Management, LLC | 0.00% | — | 166 | $4K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | — | 116 | $3K |
| Principal Securities, Inc. | 0.00% | New | 105 | $2K |
| Synergy Asset Management, LLC | 0.00% | New | 97 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 70 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -99.9% | 42 | $943 |
| FMR LLC | 0.00% | New | 9 | $202 |
| Wells Fargo & Company | 0.00% | No change | 1 | $26 |
"% of holder's portfolio" is AGZD's weight in each manager's 13F, not the share of Wisdomtree Trust Wisdomtree the manager owns.