WisdomTree Trust - AGZD

Sector: Funds · Industry: ETF / Fund
Website: No information yet · Social: No information yet

Company profile

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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$58.23M
QoQ value delta ($000)
-$543K (-0.92%)
Implied price effect (QoQ)
+0.25%
Shares
Total shares
2,584,117
QoQ shares delta
-30,733 (-1.18%)
Total shares held by funds (by quarter)

Market chart (AGZD)

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Top holders (Q1 2026)

Top 25 only Full list
Partial Q1 2026 data: 47 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
LPL Financial LLC 9,155 406,059 0.0%
McAdam, LLC 6,777 300,604 0.31%
BANK OF AMERICA CORP /DE/ 5,602 248,479 0.0%
Trilogy Capital Inc. 5,278 234,103 0.23%
CAPTRUST FINANCIAL ADVISORS 4,632 205,477 0.01%
Modern Wealth Management, LLC 2,857 126,933 0.05%
AXS Investments LLC 2,417 107,225 0.98%
SYKON CAPITAL LLC 2,301 102,080 0.77%
SILVER OAK SECURITIES, INCORPORATED 1,920 85,158 0.14%
UBS Group AG 1,634 72,499 0.0%
ROYAL BANK OF CANADA 1,520 67,443 0.0%
STIFEL FINANCIAL CORP 1,289 57,207 0.0%
WBI INVESTMENTS, LLC 1,258 55,815 0.35%
CITADEL ADVISORS LLC 1,163 51,619 0.0%
Sigma Planning Corp 1,076 47,730 0.03%
Global Retirement Partners, LLC 1,063 47,299 0.02%
ENVESTNET ASSET MANAGEMENT INC 893 39,640 0.0%
OSAIC HOLDINGS, INC. 796 35,297 0.0%
Ameritas Advisory Services, LLC 665 29,506 0.03%
GreatBanc Trust CO 638 28,300 0.45%
Equitable Holdings, Inc. 611 27,186 0.0%
CREATIVE FINANCIAL DESIGNS INC /ADV 564 25,024 0.03%
JANE STREET GROUP, LLC 503 22,332 0.0%
PFG Investments, LLC 446 19,815 0.02%
Syntegra Private Wealth Group, LLC 393 17,462 0.04%