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 | 391,656 | 8,806 | 0.0% | 0.0% | 1 | +44,176 | 12.71% | Q4 2025 | Feb 11, 2026 |
| McAdam, LLC | History | Added to | 284,437 | 6,395 | 0.29% | 0.27% | 2 | +40,068 | 16.4% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 275,631 | 6,197 | 0.0% | 0.0% | 3 | +252,095 | 1071.1% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 196,419 | 4,416 | 0.0% | 0.0% | 4 | -251,473 | -56.15% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 194,335 | 4,369 | 0.01% | 0.01% | 5 | -15,293 | -7.3% | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 151,978 | 3,417 | 0.06% | 0.07% | 6 | -14,627 | -8.78% | Q4 2025 | Feb 17, 2026 |
| Trilogy Capital Inc. | History | Reduced | 141,946 | 3,191 | 0.14% | 0.16% | 7 | -10,774 | -7.05% | Q4 2025 | Jan 22, 2026 |
| SYKON CAPITAL LLC | History | Added to | 106,652 | 2,398 | 0.77% | 0.38% | 8 | +56,200 | 111.39% | Q4 2025 | Feb 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 86,381 | 1,944 | 0.13% | 0.15% | 9 | -1,178 | -1.35% | Q4 2025 | Jan 15, 2026 |
| Sigma Planning Corp | History | Added to | 74,169 | 1,667 | 0.05% | 0.05% | 10 | +1,184 | 1.62% | Q4 2025 | Jan 30, 2026 |
| AXS Investments LLC | History | Added to | 70,395 | 1,582 | 0.76% | 0.69% | 11 | +73 | 0.1% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 68,066 | 1,530 | 0.0% | — | 12 | +68,066 | New | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 64,660 | 1,453 | 0.0% | 0.0% | 13 | -591 | -0.91% | Q4 2025 | Feb 13, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 59,875 | 1,346 | 0.35% | 0.45% | 14 | -18,157 | -23.27% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 47,299 | 1,063 | 0.02% | 0.02% | 15 | -495 | -1.04% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Reduced | 41,922 | 942 | 0.0% | 0.0% | 16 | -8,248 | -16.44% | Q4 2025 | Jan 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 36,881 | 829 | 0.0% | — | 17 | +36,881 | New | Q4 2025 | Mar 25, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 36,851 | 829 | 0.0% | 0.0% | 18 | -9,631 | -20.72% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 34,604 | 778 | 0.0% | 0.0% | 19 | +3,281 | 10.47% | Q4 2025 | Feb 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 28,525 | 641 | 0.0% | 0.0% | 20 | +2,723 | 10.55% | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 25,971 | 583 | 0.04% | 0.04% | 21 | -673 | -2.53% | Q4 2025 | Feb 06, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 20,039 | 451 | 0.01% | — | 22 | +20,039 | New | Q4 2025 | Feb 13, 2026 |
| PFG Investments, LLC | History | Added to | 19,720 | 443 | 0.02% | 0.02% | 23 | +1,079 | 5.79% | Q4 2025 | Jan 26, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 17,660 | 397 | 0.31% | — | 24 | +17,660 | New | Q4 2025 | Feb 11, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 17,462 | 392 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 17,415 | 391 | 0.01% | 0.0% | 26 | +14,999 | 620.82% | Q4 2025 | Feb 04, 2026 |
| Private Advisor Group, LLC | History | Reduced | 14,615 | 328 | 0.0% | 0.0% | 27 | -985 | -6.31% | Q4 2025 | Feb 17, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 13,623 | 306 | 0.2% | 0.18% | 28 | -980 | -6.71% | Q4 2025 | Feb 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 11,927 | 268 | 0.0% | — | 29 | +11,927 | New | Q4 2025 | Jan 05, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 11,004 | 247 | 0.0% | 0.0% | 30 | -34,089 | -75.6% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 9,858 | 221 | 0.0% | 0.0% | 31 | +229 | 2.38% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | New | 8,055 | 181 | 0.0% | — | 32 | +8,055 | New | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 6,188 | 139 | 0.0% | 0.0% | 33 | +1,770 | 40.06% | Q4 2025 | Feb 11, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 3,234 | 72 | 0.02% | 0.02% | 34 | -224 | -6.48% | Q4 2025 | Feb 10, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,300 | 51 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Front Row Advisors LLC | History | No change | 1,160 | 26 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Added to | 970 | 21 | 0.0% | 0.0% | 37 | +178 | 22.47% | Q4 2025 | Jan 26, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 928 | 20 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Horizon Investments, LLC | History | Added to | 874 | 19 | 0.0% | 0.0% | 39 | +211 | 31.83% | Q4 2025 | Feb 02, 2026 |
| Dogwood Wealth Management LLC | History | No change | 826 | 18 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| COMERICA BANK | History | New | 690 | 15 | 0.0% | — | 41 | +690 | New | Q4 2025 | Jan 29, 2026 |
| Larson Financial Group LLC | History | Added to | 244 | 5 | 0.0% | 0.0% | 42 | +3 | 1.24% | Q4 2025 | Feb 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 166 | 3 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -133,025 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70,059 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WIN ADVISORS, INC | History | Closed out | 0 | 0 | — | 0.42% | — | -38,536 | -100.0% | Q3 2025 | Nov 04, 2025 |
| GreatBanc Trust CO | History | Closed out | 0 | 0 | — | 0.21% | — | -13,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -223 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MORGAN STANLEY | History | Reduced | 1 | 0 | — | 0.0% | — | -218 | -99.54% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 15 | 0 | — | — | — | +14 | 1400.0% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |