WisdomTree Trust - AGZD
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| McAdam, LLC | History | Added to | 642,605 | 14,529 | 0.56% | 0.31% | 1 | +342,001 | 113.77% | Q2 2026 | Aug 04, 2026 |
| LPL Financial LLC | History | Added to | 453,313 | 10,249 | 0.0% | 0.0% | 2 | +47,254 | 11.64% | Q2 2026 | Aug 07, 2026 |
| WIN ADVISORS, INC | History | New | 441,101 | 9,973 | 3.56% | — | 3 | +441,101 | New | Q2 2026 | Aug 04, 2026 |
| SYKON CAPITAL LLC | History | Added to | 319,250 | 7,218 | 2.22% | 0.77% | 4 | +217,170 | 212.74% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 314,357 | 7,107 | 0.0% | 0.0% | 5 | +65,878 | 26.51% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 199,056 | 4,500 | 0.01% | 0.01% | 6 | -6,421 | -3.12% | Q2 2026 | Aug 13, 2026 |
| Trilogy Capital Inc. | History | Reduced | 186,075 | 4,207 | 0.16% | 0.23% | 7 | -48,028 | -20.52% | Q2 2026 | Jul 02, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 106,908 | 2,417 | 0.03% | 0.05% | 8 | -20,025 | -15.78% | Q2 2026 | Aug 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 80,596 | 1,822 | 0.11% | 0.14% | 9 | -4,562 | -5.36% | Q2 2026 | Aug 07, 2026 |
| AXS Investments LLC | History | Reduced | 76,066 | 1,719 | 0.49% | 0.98% | 10 | -31,159 | -29.06% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | Added to | 74,925 | 1,694 | 0.0% | 0.0% | 11 | +2,426 | 3.35% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 68,542 | 1,550 | 0.0% | 0.0% | 12 | +1,099 | 1.63% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 57,913 | 1,309 | 0.03% | 0.03% | 13 | +28,407 | 96.28% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 56,803 | 1,284 | 0.0% | 0.0% | 14 | +34,471 | 154.36% | Q2 2026 | Aug 14, 2026 |
| MILLINGTON SECURITIES, LLC | History | No change | 55,815 | 1,258 | 0.35% | 0.35% | 15 | 0 | 0.0% | Q1 2026 | Jul 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 55,495 | 1,254 | 0.0% | 0.0% | 16 | -1,712 | -2.99% | Q2 2026 | Aug 12, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 50,824 | 1,149 | 0.28% | 0.35% | 17 | -4,991 | -8.94% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | New | 49,216 | 1,112 | 0.02% | — | 18 | +49,216 | New | Q2 2026 | Aug 06, 2026 |
| Sigma Planning Corp | History | Added to | 48,172 | 1,089 | 0.03% | 0.03% | 19 | +442 | 0.93% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 41,591 | 940 | 0.0% | 0.0% | 20 | +1,951 | 4.92% | Q2 2026 | Aug 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 36,143 | 818 | 0.0% | 0.0% | 21 | +846 | 2.4% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 36,054 | 815 | 0.0% | 0.0% | 22 | -15,565 | -30.15% | Q2 2026 | Sep 02, 2026 |
| GreatBanc Trust CO | History | Added to | 32,300 | 730 | 0.45% | 0.45% | 23 | +4,000 | 14.13% | Q2 2026 | Jul 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 29,520 | 667 | 0.0% | — | 24 | +29,520 | New | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 29,448 | 665 | 0.03% | 0.03% | 25 | +4,424 | 17.68% | Q2 2026 | Jul 28, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 19,574 | 442 | 0.0% | 0.0% | 26 | -7,612 | -28.0% | Q2 2026 | Aug 17, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 17,462 | 394 | 0.03% | 0.04% | 27 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 16,762 | 378 | 0.0% | 0.0% | 28 | +2,343 | 16.25% | Q2 2026 | Jul 28, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 15,660 | 354 | 0.24% | 0.29% | 29 | -800 | -4.86% | Q2 2026 | Jul 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 14,443 | 326 | 0.0% | 0.0% | 30 | -1,086 | -6.99% | Q2 2026 | Jul 29, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Added to | 13,564 | 306 | 0.19% | 0.19% | 31 | +596 | 4.6% | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 11,835 | 268 | 0.0% | — | 32 | +11,835 | New | Q2 2026 | Jul 27, 2026 |
| Bucket List Wealth Management, LLC | History | Reduced | 11,582 | 261 | 0.13% | 0.18% | 33 | -1,819 | -13.57% | Q2 2026 | Jul 16, 2026 |
| Private Advisor Group, LLC | History | Reduced | 10,423 | 235 | 0.0% | 0.0% | 34 | -1,482 | -12.45% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 9,211 | 208 | 0.0% | 0.0% | 35 | +50 | 0.55% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 6,925 | 156 | 0.0% | — | 36 | +6,925 | New | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 5,097 | 115 | 0.0% | 0.0% | 37 | -30 | -0.59% | Q2 2026 | Aug 12, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 3,234 | 73 | 0.01% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Front Row Advisors LLC | History | No change | 1,160 | 26 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 928 | 20 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dogwood Wealth Management LLC | History | No change | 826 | 18 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| IFG Advisory, LLC | History | New | 478 | 10 | 0.0% | — | 42 | +478 | New | Q2 2026 | Aug 13, 2026 |
| Horizon Investments, LLC | History | Reduced | 435 | 9 | 0.0% | 0.0% | 43 | -435 | -50.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | Added to | 248 | 5 | 0.0% | 0.0% | 44 | +2 | 0.81% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 166 | 3 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PFG Investments, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -19,815 | -100.0% | Q2 2026 | Jul 23, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,389 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,300 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,024 | -100.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -927 | -100.0% | Q2 2026 | Aug 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |