Wisdomtree Trust WisdomtreeAGZDETF
13F holders, Q2 2025 (June 30)49holders −7
3new positions
11sold out
1famous investor
$22.23avg. 13F price*
At the end of Q2 2025, 49 institutions reported holding Wisdomtree Trust Wisdomtree (AGZD) in their 13F filings, down 7 from Q1 2025. 3 opened new positions and 11 sold out. The largest holders were Bank of America Corp. ($10.6M), LPL Financial LLC ($8.4M) and Captrust Financial Advisors ($5.0M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $2.2M |
| Exits | 11 | $3.3M |
All 13F filers, Q1 2025 → Q2 2025: 204,504 shares bought and 1,591,108 shares sold, net −1,386,604 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| Bank of America Corp. | 0.00% | Reduce -7.0% | 478,612 | $10.6M |
| LPL Financial LLC | 0.00% | Reduce -12.1% | 376,576 | $8.4M |
| Captrust Financial Advisors | 0.01% | Reduce -1.1% | 225,858 | $5.0M |
| McAdam, LLC | 0.26% | Add +6.5% | 216,313 | $4.8M |
| Modern Wealth Management, LLC | 0.11% | Reduce -1.6% | 195,383 | $4.3M |
| Trilogy Capital Inc. | 0.21% | Reduce -79.3% | 190,000 | $4.2M |
| Jane Street Group, LLC | 0.01% | Add +19.7% | 159,300 | $3.5M |
| Silver Oak Securities, Incorporated | 0.20% | Add +0.2% | 110,856 | $2.5M |
| Wbi Investments, LLC | 0.56% | Add +135.5% | 96,233 | $2.1M |
| AXS Investments LLC | 0.87% | New | 95,135 | $2.1M |
| Sykon Capital LLC | 0.67% | Reduce -20.7% | 82,105 | $1.8M |
| Sigma Planning Corp | 0.05% | Add +0.0% | 80,389 | $1.8M |
| Stifel Financial Corp. | 0.00% | Reduce -65.9% | 69,901 | $1.6M |
| Mariner, LLC | 0.00% | Add +2.2% | 66,484 | $1.5M |
| Royal Bank of Canada | 0.00% | Reduce -3.6% | 56,465 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.1% | 54,118 | $1.2M |
| UBS Group AG | 0.00% | Reduce -11.2% | 48,120 | $1.1M |
| Global Retirement Partners, LLC | 0.02% | — | 43,771 | $973K |
| Win Advisors, Inc. | 0.39% | Reduce -90.5% | 36,430 | $810K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.1% | 32,263 | $717K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -22.2% | 25,508 | $567K |
| Citadel Advisors | 0.00% | Reduce -54.8% | 23,283 | $518K |
| Old Mission Capital LLC | 0.01% | Reduce -71.4% | 22,892 | $509K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -25.8% | 22,246 | $495K |
| Equitable Holdings, Inc. | 0.00% | Reduce -7.0% | 21,720 | $483K |
| Interactive Financial Advisors, Inc. | 0.22% | Reduce -1.6% | 20,598 | $458K |
| Syntegra Private Wealth Group, LLC | 0.04% | No change | 17,462 | $388K |
| PFG Investments, LLC | 0.02% | Add +35.6% | 16,915 | $376K |
| Creative Financial Designs Inc. | 0.03% | Add +1.6% | 16,124 | $358K |
| Private Advisor Group, LLC | 0.00% | Reduce -17.5% | 15,823 | $352K |
| Ameriprise Financial Inc. | 0.00% | No change | 11,110 | $247K |
| HighTower Advisors, LLC | 0.00% | Reduce -24.5% | 9,616 | $214K |
| Raymond James Financial Inc. | 0.00% | New | 5,745 | $128K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 3,458 | $77K |
| Goodman Advisory Group, LLC | 0.02% | Add +488.9% | 2,874 | $64K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 2,300 | $51K |
| Front Row Advisors LLC | 0.01% | Reduce -28.0% | 1,440 | $32K |
| National Bank of Canada | 0.00% | No change | 928 | $21K |
| Dogwood Wealth Management LLC | 0.01% | Reduce -48.0% | 827 | $19K |
| AE Wealth Management LLC | 0.00% | No change | 805 | $18K |
| Investors Research Corp | 0.00% | No change | 310 | $7K |
| Larson Financial Group LLC | 0.00% | Add +1.3% | 239 | $5K |
| Wells Fargo & Company | 0.00% | Add +0.8% | 237 | $5K |
| Principal Securities, Inc. | 0.00% | Add +112.4% | 223 | $5K |
| Creekmur Asset Management LLC | 0.00% | Add +0.9% | 220 | $5K |
| Morgan Stanley | 0.00% | No change | 218 | $5K |
| Golden State Wealth Management, LLC | 0.00% | No change | 166 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 42 | $934 |
| FMR LLC | 0.00% | New | 1 | $22 |
"% of holder's portfolio" is AGZD's weight in each manager's 13F, not the share of Wisdomtree Trust Wisdomtree the manager owns.