Wisdomtree Trust WisdomtreeAGZDETF
13F holders, Q4 2025 (December 31)48holders +1
5new positions
5sold out
1famous investor
$22.49avg. 13F price*
At the end of Q4 2025, 48 institutions reported holding Wisdomtree Trust Wisdomtree (AGZD) in their 13F filings, up 1 from Q3 2025. 5 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($8.8M), McAdam, LLC ($6.4M) and Envestnet Asset Management Inc. ($6.2M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.7M |
| Exits | 5 | $5.8M |
All 13F filers, Q3 2025 → Q4 2025: 497,136 shares bought and 623,279 shares sold, net −126,143 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| LPL Financial LLC | 0.00% | Add +12.7% | 391,656 | $8.8M |
| McAdam, LLC | 0.29% | Add +16.4% | 284,437 | $6.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +1071.1% | 275,631 | $6.2M |
| Bank of America Corp. | 0.00% | Reduce -56.1% | 196,419 | $4.4M |
| Captrust Financial Advisors | 0.01% | Reduce -7.3% | 194,335 | $4.4M |
| Modern Wealth Management, LLC | 0.06% | Reduce -8.8% | 151,978 | $3.4M |
| Trilogy Capital Inc. | 0.14% | Reduce -7.0% | 141,946 | $3.2M |
| Sykon Capital LLC | 0.77% | Add +111.4% | 106,652 | $2.4M |
| Silver Oak Securities, Incorporated | 0.13% | Reduce -1.4% | 86,381 | $1.9M |
| Sigma Planning Corp | 0.05% | Add +1.6% | 74,169 | $1.7M |
| AXS Investments LLC | 0.55% | Add +0.1% | 70,395 | $1.6M |
| Royal Bank of Canada | 0.00% | Add +1.9% | 68,066 | $1.5M |
| Stifel Financial Corp. | 0.00% | Reduce -0.9% | 64,660 | $1.5M |
| Wbi Investments, LLC | 0.35% | Reduce -23.3% | 59,875 | $1.3M |
| Global Retirement Partners, LLC | 0.02% | Reduce -1.0% | 47,299 | $1.1M |
| UBS Group AG | 0.00% | Reduce -16.4% | 41,922 | $943K |
| Osaic Holdings, Inc. | 0.00% | Reduce -20.7% | 36,851 | $830K |
| Goldman Sachs Group Inc. | 0.00% | New | 36,881 | $829K |
| Commonwealth Equity Services, LLC | 0.00% | Add +10.5% | 34,604 | $778K |
| Equitable Holdings, Inc. | 0.00% | Add +10.6% | 28,525 | $641K |
| Creative Financial Designs Inc. | 0.04% | Reduce -2.5% | 25,971 | $584K |
| Flow Traders U.S. LLC | 0.01% | New | 20,039 | $451K |
| PFG Investments, LLC | 0.02% | Add +5.8% | 19,720 | $443K |
| Gilpin Wealth Management, LLC | 0.31% | — | 17,660 | $397K |
| Syntegra Private Wealth Group, LLC | 0.04% | No change | 17,462 | $393K |
| Ameritas Advisory Services, LLC | 0.01% | Add +620.8% | 17,415 | $392K |
| Bucket List Wealth Management, LLC | 0.23% | — | 17,180 | $386K |
| Private Advisor Group, LLC | 0.00% | Reduce -6.3% | 14,615 | $329K |
| Interactive Financial Advisors, Inc. | 0.20% | Reduce -6.7% | 13,623 | $306K |
| Park Avenue Securities LLC | 0.00% | New | 11,927 | $268K |
| Citadel Advisors | 0.00% | Reduce -75.6% | 11,004 | $247K |
| HighTower Advisors, LLC | 0.00% | Add +2.4% | 9,858 | $222K |
| Kestra Advisory Services, LLC | 0.00% | New | 8,055 | $181K |
| JPMorgan Chase & Co. | 0.00% | Add +40.1% | 6,188 | $139K |
| Cherry Tree Wealth Management, LLC | 0.02% | Reduce -6.5% | 3,234 | $73K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 2,300 | $52K |
| Front Row Advisors LLC | 0.01% | No change | 1,160 | $26K |
| AE Wealth Management LLC | 0.00% | Add +22.5% | 970 | $22K |
| National Bank of Canada | 0.00% | No change | 928 | $21K |
| Horizon Investments, LLC | 0.00% | Add +31.8% | 874 | $20K |
| Dogwood Wealth Management LLC | 0.01% | No change | 826 | $19K |
| Comerica Bank | 0.00% | New | 690 | $16K |
| Larson Financial Group LLC | 0.00% | Add +1.2% | 244 | $5K |
| Golden State Wealth Management, LLC | 0.00% | No change | 166 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 42 | $945 |
| FMR LLC | 0.00% | Add +1400.0% | 15 | $337 |
| Morgan Stanley | 0.00% | Reduce -99.5% | 1 | $23 |
| Wells Fargo & Company | 0.00% | No change | 1 | $20 |
"% of holder's portfolio" is AGZD's weight in each manager's 13F, not the share of Wisdomtree Trust Wisdomtree the manager owns.