Wisdomtree Trust WisdomtreeAGZDETF
13F holders, Q3 2025 (September 30)47holders −2
2new positions
5sold out
1famous investor
$22.50avg. 13F price*
At the end of Q3 2025, 47 institutions reported holding Wisdomtree Trust Wisdomtree (AGZD) in their 13F filings, down 2 from Q2 2025. 2 opened new positions and 5 sold out. The largest holders were Bank of America Corp. ($10.1M), LPL Financial LLC ($7.8M) and McAdam, LLC ($5.5M). 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $114K |
| Exits | 5 | $954K |
All 13F filers, Q2 2025 → Q3 2025: 93,388 shares bought and 358,454 shares sold, net −265,066 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 47 holders
| Bank of America Corp. | 0.00% | Reduce -6.4% | 447,892 | $10.1M |
| LPL Financial LLC | 0.00% | Reduce -7.7% | 347,480 | $7.8M |
| McAdam, LLC | 0.27% | Add +13.0% | 244,369 | $5.5M |
| Captrust Financial Advisors | 0.01% | Reduce -7.2% | 209,628 | $4.7M |
| Modern Wealth Management, LLC | 0.07% | Reduce -14.7% | 166,605 | $3.7M |
| Trilogy Capital Inc. | 0.16% | Reduce -19.6% | 152,720 | $3.4M |
| Jane Street Group, LLC | 0.00% | Reduce -16.5% | 133,025 | $3.0M |
| Silver Oak Securities, Incorporated | 0.15% | Reduce -21.0% | 87,559 | $2.0M |
| Wbi Investments, LLC | 0.45% | Reduce -18.9% | 78,032 | $1.8M |
| Sigma Planning Corp | 0.05% | Reduce -9.2% | 72,985 | $1.6M |
| AXS Investments LLC | 0.50% | Reduce -26.1% | 70,322 | $1.6M |
| Mariner, LLC | 0.00% | Add +5.4% | 70,059 | $1.6M |
| Royal Bank of Canada | 0.00% | Add +18.3% | 66,805 | $1.5M |
| Stifel Financial Corp. | 0.00% | Reduce -6.7% | 65,251 | $1.5M |
| Sykon Capital LLC | 0.38% | Reduce -38.5% | 50,452 | $1.1M |
| UBS Group AG | 0.00% | Add +4.3% | 50,170 | $1.1M |
| Global Retirement Partners, LLC | 0.02% | Add +9.2% | 47,794 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.1% | 46,482 | $1.0M |
| Citadel Advisors | 0.00% | Add +93.7% | 45,093 | $1.0M |
| Win Advisors, Inc. | 0.42% | Add +5.8% | 38,536 | $867K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.9% | 31,323 | $705K |
| Creative Financial Designs Inc. | 0.04% | Add +65.2% | 26,644 | $599K |
| Equitable Holdings, Inc. | 0.00% | Add +18.8% | 25,802 | $581K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.7% | 23,536 | $530K |
| PFG Investments, LLC | 0.02% | Add +10.2% | 18,641 | $419K |
| Syntegra Private Wealth Group, LLC | 0.04% | No change | 17,462 | $393K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.4% | 15,600 | $351K |
| Interactive Financial Advisors, Inc. | 0.18% | Reduce -29.1% | 14,603 | $329K |
| GreatBanc Trust CO | 0.21% | — | 13,800 | $311K |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 9,629 | $217K |
| JPMorgan Chase & Co. | 0.00% | New | 4,418 | $99K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 3,458 | $78K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -89.1% | 2,416 | $54K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 2,300 | $52K |
| Front Row Advisors LLC | 0.01% | Reduce -19.4% | 1,160 | $26K |
| National Bank of Canada | 0.00% | No change | 928 | $21K |
| Dogwood Wealth Management LLC | 0.01% | Reduce -0.1% | 826 | $19K |
| AE Wealth Management LLC | 0.00% | Reduce -1.6% | 792 | $18K |
| Horizon Investments, LLC | 0.00% | New | 663 | $15K |
| Larson Financial Group LLC | 0.00% | Add +0.8% | 241 | $5K |
| Principal Securities, Inc. | 0.00% | No change | 223 | $5K |
| Creekmur Asset Management LLC | 0.00% | Add +1.4% | 223 | $5K |
| Morgan Stanley | 0.00% | Add +0.5% | 219 | $5K |
| Golden State Wealth Management, LLC | 0.00% | No change | 166 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 42 | $945 |
| Wells Fargo & Company | 0.00% | Reduce -99.6% | 1 | $31 |
| FMR LLC | 0.00% | No change | 1 | $23 |
"% of holder's portfolio" is AGZD's weight in each manager's 13F, not the share of Wisdomtree Trust Wisdomtree the manager owns.