WisdomTree Trust - AGZD

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$93.91M
QoQ value delta ($000)
+$11.49M (+13.94%)
Implied price effect (QoQ)
-0.11%
Shares
Total shares
4,158,928
QoQ shares delta
+512,639 (+14.06%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (AGZD)

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 9 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 15,050 667,703 0.57%
Prime Capital Investment Advisors, LLC 12,107 537,137 0.12%
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%
Modern Wealth Management, LLC 2,417 106,908 0.03%
Trilogy Capital Inc. 2,353 104,426 0.09%
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%
Sigma Planning Corp 1,386 61,525 0.04%
Ameritas Advisory Services, LLC 1,309 57,913 0.03%
JANE STREET GROUP, LLC 1,284 56,803 0.0%
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%
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%