Wisdomtree Trust WisdomtreeAGZDETF
13F holders, Q1 2026 (March 31)47holders −1
3new positions
3sold out
1famous investor
$22.54avg. 13F price*
At the end of Q1 2026, 47 institutions reported holding Wisdomtree Trust Wisdomtree (AGZD) in their 13F filings, down 1 from Q4 2025. 3 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($9.2M), McAdam, LLC ($6.8M) and Bank of America Corp. ($5.6M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.2M |
| Exits | 3 | $1.1M |
All 13F filers, Q4 2025 → Q1 2026: 365,159 shares bought and 395,984 shares sold, net −30,825 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 47 holders
| LPL Financial LLC | 0.00% | Add +3.7% | 406,059 | $9.2M |
| McAdam, LLC | 0.31% | Add +5.7% | 300,604 | $6.8M |
| Bank of America Corp. | 0.00% | Add +26.5% | 248,479 | $5.6M |
| Trilogy Capital Inc. | 0.24% | Add +64.9% | 234,103 | $5.3M |
| Captrust Financial Advisors | 0.01% | Add +5.7% | 205,477 | $4.6M |
| Modern Wealth Management, LLC | 0.05% | Reduce -16.5% | 126,933 | $2.9M |
| AXS Investments LLC | 0.98% | Add +52.3% | 107,225 | $2.4M |
| Sykon Capital LLC | 0.77% | Reduce -4.3% | 102,080 | $2.3M |
| Silver Oak Securities, Incorporated | 0.14% | Reduce -1.4% | 85,158 | $1.9M |
| UBS Group AG | 0.00% | Add +72.9% | 72,499 | $1.6M |
| Royal Bank of Canada | 0.00% | Reduce -0.9% | 67,443 | $1.5M |
| Stifel Financial Corp. | 0.00% | Reduce -11.5% | 57,207 | $1.3M |
| Wbi Investments, LLC | 0.35% | Reduce -6.8% | 55,815 | $1.3M |
| Millington Securities, LLC | 0.35% | — | 55,815 | $1.3M |
| Citadel Advisors | 0.00% | Add +369.1% | 51,619 | $1.2M |
| Sigma Planning Corp | 0.03% | Reduce -35.6% | 47,730 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -85.6% | 39,640 | $894K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.2% | 35,297 | $797K |
| Ameritas Advisory Services, LLC | 0.03% | Add +69.4% | 29,506 | $665K |
| GreatBanc Trust CO | 0.45% | New | 28,300 | $638K |
| Equitable Holdings, Inc. | 0.00% | Reduce -4.7% | 27,186 | $611K |
| Creative Financial Designs Inc. | 0.03% | Reduce -3.6% | 25,024 | $564K |
| Jane Street Group, LLC | 0.00% | New | 22,332 | $504K |
| PFG Investments, LLC | 0.02% | Add +0.5% | 19,815 | $447K |
| Syntegra Private Wealth Group, LLC | 0.04% | No change | 17,462 | $394K |
| Gilpin Wealth Management, LLC | 0.29% | Reduce -6.8% | 16,460 | $371K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -55.1% | 15,529 | $350K |
| Kestra Advisory Services, LLC | 0.00% | Add +79.0% | 14,419 | $325K |
| Bucket List Wealth Management, LLC | 0.18% | Reduce -22.0% | 13,401 | $302K |
| Interactive Financial Advisors, Inc. | 0.19% | Reduce -4.8% | 12,968 | $292K |
| Private Advisor Group, LLC | 0.00% | Reduce -18.5% | 11,905 | $268K |
| Flow Traders U.S. LLC | 0.01% | Reduce -43.2% | 11,389 | $257K |
| HighTower Advisors, LLC | 0.00% | Reduce -7.1% | 9,161 | $207K |
| JPMorgan Chase & Co. | 0.00% | Reduce -17.1% | 5,127 | $115K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 3,234 | $73K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 2,300 | $52K |
| Rockefeller Capital Management L.P. | 0.00% | New | 2,024 | $46K |
| Front Row Advisors LLC | 0.01% | No change | 1,160 | $26K |
| National Bank of Canada | 0.00% | No change | 928 | $21K |
| AE Wealth Management LLC | 0.00% | Reduce -4.4% | 927 | $21K |
| Horizon Investments, LLC | 0.00% | Reduce -0.5% | 870 | $20K |
| Dogwood Wealth Management LLC | 0.01% | No change | 826 | $19K |
| Larson Financial Group LLC | 0.00% | Add +0.8% | 246 | $6K |
| Golden State Wealth Management, LLC | 0.00% | No change | 166 | $4K |
| Wells Fargo & Company | 0.00% | No change | 1 | $32 |
| Morgan Stanley | 0.00% | No change | 1 | $28 |
| FMR LLC | 0.00% | Reduce -93.3% | 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.