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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 406,059 | 9,155 | 0.0% | 0.0% | 1 | +14,403 | 3.68% | Q1 2026 | May 06, 2026 |
| McAdam, LLC | History | Added to | 300,604 | 6,777 | 0.31% | 0.29% | 2 | +16,167 | 5.68% | Q1 2026 | May 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 248,479 | 5,602 | 0.0% | 0.0% | 3 | +52,060 | 26.5% | Q1 2026 | May 15, 2026 |
| Trilogy Capital Inc. | History | Added to | 234,103 | 5,278 | 0.23% | 0.14% | 4 | +92,157 | 64.92% | Q1 2026 | Apr 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 205,477 | 4,632 | 0.01% | 0.01% | 5 | +11,142 | 5.73% | Q1 2026 | May 14, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 126,933 | 2,857 | 0.05% | 0.06% | 6 | -25,045 | -16.48% | Q1 2026 | May 14, 2026 |
| AXS Investments LLC | History | Added to | 107,225 | 2,417 | 0.98% | 0.54% | 7 | +36,830 | 52.32% | Q1 2026 | May 06, 2026 |
| SYKON CAPITAL LLC | History | Reduced | 102,080 | 2,301 | 0.77% | 0.77% | 8 | -4,572 | -4.29% | Q1 2026 | Apr 22, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 85,158 | 1,920 | 0.14% | 0.13% | 9 | -1,223 | -1.42% | Q1 2026 | Apr 20, 2026 |
| UBS Group AG | History | Added to | 72,499 | 1,634 | 0.0% | 0.0% | 10 | +30,577 | 72.94% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 67,443 | 1,520 | 0.0% | 0.0% | 11 | -623 | -0.92% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 57,207 | 1,289 | 0.0% | 0.0% | 12 | -7,453 | -11.53% | Q1 2026 | May 12, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 55,815 | 1,258 | 0.35% | 0.35% | 13 | -4,060 | -6.78% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 51,619 | 1,163 | 0.0% | 0.0% | 14 | +40,615 | 369.09% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Reduced | 47,730 | 1,076 | 0.03% | 0.05% | 15 | -26,439 | -35.65% | Q1 2026 | May 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 47,299 | 1,063 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 39,640 | 893 | 0.0% | 0.0% | 17 | -235,991 | -85.62% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 35,297 | 796 | 0.0% | 0.0% | 18 | -1,554 | -4.22% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 29,506 | 665 | 0.03% | 0.01% | 19 | +12,091 | 69.43% | Q1 2026 | May 12, 2026 |
| GreatBanc Trust CO | History | New | 28,300 | 638 | 0.45% | — | 20 | +28,300 | New | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 27,186 | 611 | 0.0% | 0.0% | 21 | -1,339 | -4.69% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 25,024 | 564 | 0.03% | 0.04% | 22 | -947 | -3.65% | Q1 2026 | Apr 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 22,332 | 503 | 0.0% | — | 23 | +22,332 | New | Q1 2026 | May 12, 2026 |
| PFG Investments, LLC | History | Added to | 19,815 | 446 | 0.02% | 0.02% | 24 | +95 | 0.48% | Q1 2026 | Apr 27, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 17,462 | 393 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 16,460 | 371 | 0.29% | 0.31% | 26 | -1,200 | -6.8% | Q1 2026 | Apr 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 15,529 | 350 | 0.0% | 0.0% | 27 | -19,075 | -55.12% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 14,419 | 325 | 0.0% | 0.0% | 28 | +6,364 | 79.01% | Q1 2026 | Apr 30, 2026 |
| Bucket List Wealth Management, LLC | History | Reduced | 13,401 | 302 | 0.18% | 0.23% | 29 | -3,779 | -22.0% | Q1 2026 | May 07, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 12,968 | 292 | 0.19% | 0.2% | 30 | -655 | -4.81% | Q1 2026 | Apr 28, 2026 |
| Private Advisor Group, LLC | History | Reduced | 11,905 | 268 | 0.0% | 0.0% | 31 | -2,710 | -18.54% | Q1 2026 | Apr 24, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 11,389 | 257 | 0.01% | 0.01% | 32 | -8,650 | -43.17% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 9,161 | 206 | 0.0% | 0.0% | 33 | -697 | -7.07% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 5,127 | 115 | 0.0% | 0.0% | 34 | -1,061 | -17.15% | Q1 2026 | May 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 3,234 | 72 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,300 | 51 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | New | 2,024 | 45 | 0.0% | — | 37 | +2,024 | New | Q1 2026 | May 14, 2026 |
| Front Row Advisors LLC | History | No change | 1,160 | 26 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| AE Wealth Management LLC | History | Reduced | 927 | 20 | 0.0% | 0.0% | 40 | -43 | -4.43% | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 928 | 20 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Horizon Investments, LLC | History | Reduced | 870 | 19 | 0.0% | 0.0% | 41 | -4 | -0.46% | Q1 2026 | May 14, 2026 |
| Dogwood Wealth Management LLC | History | No change | 826 | 18 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 690 | 15 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Larson Financial Group LLC | History | Added to | 246 | 5 | 0.0% | 0.0% | 44 | +2 | 0.82% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | No change | 166 | 3 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Western Wealth Management, LLC | History | New | 92 | 2 | 0.0% | — | 46 | +92 | New | Q1 2026 | May 19, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,881 | -100.0% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,927 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | — | — | -42 | -100.0% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 1 | 0 | — | — | — | -14 | -93.33% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |