Latest Period
Q2 2026
Security Snapshot
WisdomTree Trust - Exchange Traded Product (AGZD) Institutional Ownership
CUSIP: 97717W380
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
46
Shares (Excl. Options)
3,643,076
Price
$22.61
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- Security type / class
- Equity / Exchange Traded Product
- Symbol
- AGZD
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 3,643,076
- Total 13F value
- $82,370,875
- Portfolio coverage rank
- 0%
- Share change
- +1,062,975
- Value change
- +$24,036,394
- Number of holders
- 46
- Shares outstanding
- 5,141,066
- SEC-reported price per share
- $22.56
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- AGZD - WisdomTree Trust - Exchange Traded Product is tracked under CUSIP 97717W380.
- 46 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 47 to 46 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $58,432,980 to $82,370,875.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 46 institutions filings for Q2 2026.
Security key
97717W380
Latest holder period
Q2 2026
13F holders
46
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 97717W380:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
AGZD
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| WIN ADVISORS, INC | 7.9% | +728% | $9,151,570 | +$8,328,617 | 405,116 | +1012% | WIN ADVISORS, INC | 09 Jun 2026 |
As of 30 Jun 2026, 46 institutional investors reported holding 3,643,076 shares of WisdomTree Trust - Exchange Traded Product (AGZD). This represents 71% of the company’s total 5,141,066 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
68%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| McAdam, LLC | 12% | 642,605 | +114% | 0.56% | $14,529,307 |
| LPL Financial LLC | 8.8% | 453,313 | +12% | 0% | $10,249,400 |
| WIN ADVISORS, INC | 8.6% | 441,101 | 3.6% | $9,973,297 | |
| SYKON CAPITAL LLC | 6.2% | 319,250 | +213% | 2.2% | $7,218,245 |
| BANK OF AMERICA CORP /DE/ | 6.1% | 314,357 | +27% | 0% | $7,107,612 |
| CAPTRUST FINANCIAL ADVISORS | 3.9% | 199,056 | -3.1% | 0.01% | $4,500,656 |
| Trilogy Capital Inc. | 3.6% | 186,075 | -21% | 0.16% | $4,207,162 |
| Modern Wealth Management, LLC | 2.1% | 106,908 | -16% | 0.03% | $2,417,197 |
| SILVER OAK SECURITIES, INCORPORATED | 1.6% | 80,596 | -5.4% | 0.11% | $1,822,277 |
| AXS Investments LLC | 1.5% | 76,066 | -29% | 0.49% | $1,719,852 |
| UBS Group AG | 1.5% | 74,925 | +3.3% | 0% | $1,694,054 |
| ROYAL BANK OF CANADA | 1.3% | 68,542 | +1.6% | 0% | $1,550,000 |
| Ameritas Advisory Services, LLC | 1.1% | 57,913 | +96% | 0.03% | $1,309,416 |
| JANE STREET GROUP, LLC | 1.1% | 56,803 | +154% | 0% | $1,284,316 |
| STIFEL FINANCIAL CORP | 1.1% | 55,495 | -3% | 0% | $1,254,743 |
| WBI INVESTMENTS, LLC | 0.99% | 50,824 | -8.9% | 0.28% | $1,149,130 |
| Global Retirement Partners, LLC | 0.96% | 49,216 | +4.1% | 0.02% | $1,112,782 |
| Sigma Planning Corp | 0.94% | 48,172 | +0.93% | 0.03% | $1,089,176 |
| ENVESTNET ASSET MANAGEMENT INC | 0.81% | 41,591 | +4.9% | 0% | $940,373 |
| OSAIC HOLDINGS, INC. | 0.7% | 36,143 | +2.4% | 0% | $818,273 |
| CITADEL ADVISORS LLC | 0.7% | 36,054 | -30% | 0% | $815,181 |
| GreatBanc Trust CO | 0.63% | 32,300 | +14% | 0.45% | $730,303 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.57% | 29,520 | 0% | $667,447 | |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 0.57% | 29,448 | +18% | 0.03% | $665,819 |
| Equitable Holdings, Inc. | 0.38% | 19,574 | -28% | 0% | $442,571 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 3,643,076 | $82,370,875 | +$24,036,394 | $22.61 | 46 |
| 2026 Q1 | 2,591,851 | $58,432,980 | -$695,900 | $22.55 | 47 |
| 2025 Q4 | 2,614,850 | $58,797,995 | -$2,840,425 | $22.48 | 48 |
| 2025 Q3 | 2,706,376 | $60,886,933 | -$5,953,340 | $22.50 | 47 |
| 2025 Q2 | 2,957,642 | $65,749,321 | -$33,935,542 | $22.23 | 49 |
| 2025 Q1 | 4,300,475 | $96,113,246 | -$4,360,374 | $22.35 | 56 |
| 2024 Q4 | 4,675,380 | $105,015,686 | -$28,189,638 | $22.46 | 59 |
| 2024 Q3 | 5,918,061 | $132,658,695 | -$7,373,984 | $22.42 | 54 |
| 2024 Q2 | 6,248,012 | $139,309,761 | +$8,277,038 | $22.30 | 55 |
| 2024 Q1 | 5,934,569 | $131,046,954 | -$8,127,905 | $22.08 | 56 |
| 2023 Q4 | 6,282,636 | $137,732,222 | -$19,403,221 | $21.92 | 65 |
| 2023 Q3 | 6,081,471 | $134,759,704 | +$44,690,314 | $22.16 | 55 |
| 2023 Q2 | 3,771,123 | $166,829,333 | -$2,716,604 | $44.24 | 56 |
| 2023 Q1 | 3,978,166 | $173,970,788 | -$32,160,988 | $43.53 | 58 |
| 2022 Q4 | 4,685,739 | $204,622,124 | -$48,478,944 | $43.46 | 54 |
| 2022 Q3 | 5,616,903 | $256,448,679 | -$36,767,149 | $45.58 | 56 |
| 2022 Q2 | 6,599,776 | $301,407,024 | +$67,743,388 | $45.59 | 51 |
| 2022 Q1 | 5,136,481 | $238,876,328 | +$73,165,008 | $46.44 | 46 |
| 2021 Q4 | 3,406,123 | $159,014,397 | +$18,511,503 | $46.68 | 40 |
| 2021 Q3 | 3,274,062 | $153,462,452 | +$16,955,398 | $46.87 | 38 |
| 2021 Q2 | 2,914,236 | $137,076,000 | +$55,775,769 | $47.04 | 31 |
| 2021 Q1 | 1,727,122 | $81,193,009 | +$33,529,711 | $47.01 | 29 |
| 2020 Q4 | 1,025,552 | $48,339,000 | +$1,684,111 | $47.14 | 23 |
| 2020 Q3 | 1,011,350 | $47,352,000 | -$10,875,867 | $46.79 | 21 |
| 2020 Q2 | 1,243,087 | $58,512,000 | +$3,755,883 | $47.03 | 23 |