WisdomTree Trust - AGZD

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q2 2026 · Q1 2026

Value (USD)

Total reported value ($000)

$83.68M

QoQ value delta ($000)

+$25.27M (+43.26%)

Implied price effect (QoQ)

+0.3%

Total shares

3,702,104

QoQ shares delta

+1,110,253 (+42.84%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q2 2026 data: 46 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
McAdam, LLC	14,529	642,605	0.56%
LPL Financial LLC	10,249	453,313	0.0%
WIN ADVISORS, INC	9,973	441,101	3.56%
SYKON CAPITAL LLC	7,218	319,250	2.22%
BANK OF AMERICA CORP /DE/	7,107	314,357	0.0%
CAPTRUST FINANCIAL ADVISORS	4,500	199,056	0.01%
Trilogy Capital Inc.	4,207	186,075	0.16%
Modern Wealth Management, LLC	2,417	106,908	0.03%
SILVER OAK SECURITIES, INCORPORATED	1,822	80,596	0.11%
AXS Investments LLC	1,719	76,066	0.49%
UBS Group AG	1,694	74,925	0.0%
ROYAL BANK OF CANADA	1,550	68,542	0.0%
Ameritas Advisory Services, LLC	1,309	57,913	0.03%
JANE STREET GROUP, LLC	1,284	56,803	0.0%
MILLINGTON SECURITIES, LLC	1,258	55,815	0.35%
STIFEL FINANCIAL CORP	1,254	55,495	0.0%
WBI INVESTMENTS, LLC	1,149	50,824	0.28%
Global Retirement Partners, LLC	1,112	49,216	0.02%
Sigma Planning Corp	1,089	48,172	0.03%
ENVESTNET ASSET MANAGEMENT INC	940	41,591	0.0%
OSAIC HOLDINGS, INC.	818	36,143	0.0%
CITADEL ADVISORS LLC	815	36,054	0.0%
GreatBanc Trust CO	730	32,300	0.45%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	667	29,520	0.0%
CREATIVE FINANCIAL DESIGNS INC /ADV	665	29,448	0.03%