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 | 667,703 | 15,050 | 0.57% | 0.56% | 1 | +25,098 | 3.91% | Q3 2026 | Oct 21, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 537,137 | 12,107 | 0.12% | — | 2 | +537,137 | New | Q3 2026 | Oct 20, 2026 |
| LPL Financial LLC | History | No change | 453,313 | 10,249 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WIN ADVISORS, INC | History | No change | 441,101 | 9,973 | 3.56% | 3.56% | 4 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SYKON CAPITAL LLC | History | No change | 319,250 | 7,218 | 2.22% | 2.22% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 314,357 | 7,107 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elevation Capital Advisory, LLC | History | New | 308,938 | 6,963 | 2.73% | — | 7 | +308,938 | New | Q3 2026 | Oct 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 199,056 | 4,500 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AXS Investments LLC | History | Added to | 110,077 | 2,481 | 0.24% | 0.49% | 9 | +34,011 | 44.71% | Q3 2026 | Nov 04, 2026 |
| Modern Wealth Management, LLC | History | No change | 106,908 | 2,417 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trilogy Capital Inc. | History | Reduced | 104,426 | 2,353 | 0.09% | 0.16% | 11 | -81,649 | -43.88% | Q3 2026 | Oct 20, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 80,596 | 1,822 | 0.11% | 0.11% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 74,925 | 1,694 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 68,542 | 1,550 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Added to | 61,525 | 1,386 | 0.04% | 0.03% | 15 | +13,353 | 27.72% | Q3 2026 | Oct 23, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 57,913 | 1,309 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 56,803 | 1,284 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 55,495 | 1,254 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WBI INVESTMENTS, LLC | History | Added to | 54,186 | 1,221 | 0.32% | 0.28% | 19 | +3,362 | 6.61% | Q3 2026 | Nov 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 49,216 | 1,112 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 41,591 | 940 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 36,143 | 818 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 36,054 | 815 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 31,824 | 717 | 0.0% | 0.0% | 24 | +15,062 | 89.86% | Q3 2026 | Nov 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 29,843 | 672 | 0.03% | 0.03% | 25 | +395 | 1.34% | Q3 2026 | Nov 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 29,520 | 667 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 22,495 | 507 | 0.01% | — | 27 | +22,495 | New | Q3 2026 | Oct 28, 2026 |
| Equitable Holdings, Inc. | History | No change | 19,574 | 442 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BIP Wealth, LLC | History | New | 19,105 | 430 | 0.01% | — | 29 | +19,105 | New | Q3 2026 | Oct 22, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 17,462 | 393 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 15,839 | 357 | 0.0% | — | 31 | +15,839 | New | Q3 2026 | Nov 05, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 15,235 | 343 | 0.23% | 0.24% | 32 | -425 | -2.71% | Q3 2026 | Oct 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 14,354 | 324 | 0.0% | 0.0% | 33 | +2,519 | 21.28% | Q3 2026 | Nov 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 14,031 | 316 | 0.0% | 0.0% | 34 | -412 | -2.85% | Q3 2026 | Nov 02, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | No change | 13,564 | 306 | 0.19% | 0.19% | 35 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bucket List Wealth Management, LLC | History | Added to | 11,602 | 261 | 0.13% | 0.13% | 36 | +20 | 0.17% | Q3 2026 | Oct 22, 2026 |
| Private Advisor Group, LLC | History | No change | 10,423 | 235 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | No change | 9,211 | 208 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 6,925 | 156 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 5,097 | 115 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 3,234 | 72 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Front Row Advisors LLC | History | No change | 1,160 | 26 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 928 | 20 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dogwood Wealth Management LLC | History | No change | 826 | 18 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| IFG Advisory, LLC | History | No change | 478 | 10 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Horizon Investments, LLC | History | No change | 435 | 9 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | Added to | 251 | 5 | 0.0% | 0.0% | 47 | +3 | 1.21% | Q3 2026 | Nov 05, 2026 |
| Golden State Wealth Management, LLC | History | No change | 166 | 3 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| GreatBanc Trust CO | History | Closed out | 0 | 0 | — | 0.45% | — | -32,300 | -100.0% | Q3 2026 | Nov 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |