Wisdomtree Trust WisdomtreeAGZDETF
13F holders, Q1 2025 (March 31)56holders −2
9new positions
10sold out
1famous investor
$22.35avg. 13F price*
At the end of Q1 2025, 56 institutions reported holding Wisdomtree Trust Wisdomtree (AGZD) in their 13F filings, down 2 from Q4 2024. 9 opened new positions and 10 sold out. The largest holders were Trilogy Capital Inc. ($20.5M), Bank of America Corp. ($11.5M) and LPL Financial LLC ($9.6M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $6.4M |
| Exits | 10 | $6.3M |
All 13F filers, Q4 2024 → Q1 2025: 892,390 shares bought and 1,085,729 shares sold, net −193,339 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 56 holders
| Trilogy Capital Inc. | 1.07% | Add +1.9% | 916,944 | $20.5M |
| Bank of America Corp. | 0.00% | Reduce -14.1% | 514,870 | $11.5M |
| LPL Financial LLC | 0.00% | Reduce -26.0% | 428,285 | $9.6M |
| Win Advisors, Inc. | 4.39% | Add +826.8% | 382,502 | $8.5M |
| Captrust Financial Advisors | 0.01% | Reduce -0.2% | 228,274 | $5.1M |
| Stifel Financial Corp. | 0.00% | Add +178.2% | 205,068 | $4.6M |
| McAdam, LLC | 0.28% | Reduce -0.1% | 203,166 | $4.5M |
| Modern Wealth Management, LLC | 0.14% | Reduce -1.3% | 198,633 | $4.4M |
| Jane Street Group, LLC | 0.01% | New | 133,036 | $3.0M |
| Silver Oak Securities, Incorporated | 0.23% | Reduce -0.9% | 110,638 | $2.5M |
| Sykon Capital LLC | 0.88% | Reduce -39.9% | 103,568 | $2.3M |
| Sigma Planning Corp | 0.06% | Add +21.4% | 80,387 | $1.8M |
| Old Mission Capital LLC | 0.03% | Add +306.6% | 80,132 | $1.8M |
| Mariner, LLC | 0.00% | Add +0.9% | 65,052 | $1.5M |
| Royal Bank of Canada | 0.00% | Add +25.9% | 58,583 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +5.4% | 54,152 | $1.2M |
| UBS Group AG | 0.00% | Add +27.3% | 54,192 | $1.2M |
| Citadel Advisors | 0.00% | New | 51,478 | $1.2M |
| Wbi Investments, LLC | 0.24% | Reduce -53.1% | 40,871 | $913K |
| Susquehanna International Group, LLP | 0.00% | New | 36,206 | $809K |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.7% | 35,097 | $784K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -87.5% | 32,780 | $733K |
| Ameritas Advisory Services, LLC | 0.03% | Add +9.2% | 29,997 | $671K |
| Equitable Holdings, Inc. | 0.01% | New | 23,357 | $522K |
| Fermata Advisors, LLC | 0.09% | New | 21,237 | $475K |
| Interactive Financial Advisors, Inc. | 0.25% | Reduce -2.0% | 20,929 | $468K |
| Private Advisor Group, LLC | 0.00% | Reduce -16.6% | 19,179 | $429K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -62.1% | 18,421 | $412K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | No change | 18,188 | $407K |
| Sovran Advisors, LLC | 0.05% | Add +42.9% | 17,933 | $397K |
| Syntegra Private Wealth Group, LLC | 0.05% | No change | 17,462 | $390K |
| Creative Financial Designs Inc. | 0.03% | Add +7.8% | 15,877 | $355K |
| MML Investors Services, LLC | 0.00% | Reduce -4.7% | 12,944 | $289K |
| HighTower Advisors, LLC | 0.00% | Reduce -93.3% | 12,734 | $285K |
| PFG Investments, LLC | 0.02% | Reduce -1.2% | 12,475 | $279K |
| Ameriprise Financial Inc. | 0.00% | New | 11,110 | $248K |
| TrueMark Investments, LLC | 0.06% | Reduce -43.8% | 11,013 | $246K |
| Flow Traders U.S. LLC | 0.01% | New | 10,403 | $233K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 3,458 | $77K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 2,300 | $51K |
| Front Row Advisors LLC | 0.02% | No change | 2,000 | $45K |
| Dogwood Wealth Management LLC | 0.02% | Reduce -21.8% | 1,590 | $36K |
| National Bank of Canada | 0.00% | No change | 928 | $21K |
| AE Wealth Management LLC | 0.00% | No change | 805 | $18K |
| Goodman Advisory Group, LLC | 0.00% | New | 488 | $11K |
| Investors Research Corp | 0.00% | No change | 310 | $7K |
| Larson Financial Group LLC | 0.00% | Add +0.8% | 236 | $5K |
| Wells Fargo & Company | 0.00% | Add +23400.0% | 235 | $5K |
| Creekmur Asset Management LLC | 0.00% | Add +0.9% | 218 | $5K |
| Morgan Stanley | 0.00% | Reduce -65.9% | 218 | $5K |
| Golden State Wealth Management, LLC | 0.00% | No change | 166 | $4K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 116 | $3K |
| Principal Securities, Inc. | 0.00% | No change | 105 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 70 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 42 | $939 |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 17 | $380 |
"% of holder's portfolio" is AGZD's weight in each manager's 13F, not the share of Wisdomtree Trust Wisdomtree the manager owns.