Latest Period
Q1 2026
Security Snapshot
WisdomTree Trust - EXCHANGE TRADED PRODUCT (AGZD) Institutional Ownership
CUSIP: 97717W380
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
47
Shares (Excl. Options)
2,536,128
Price
$22.55
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- Type / Class
- Equity / EXCHANGE TRADED PRODUCT
- Symbol
- AGZD
- Shares outstanding
- 6,071,667
- Price per share
- $22.59
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 2,536,128
- Total reported value
- $57,176,567
- % of total 13F portfolios
- 0%
- Share change
- -30,956
- Value change
- -$693,830
- Number of holders
- 47
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- AGZD - WisdomTree Trust - EXCHANGE TRADED PRODUCT is tracked under CUSIP 97717W380.
- 47 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 48 to 47 between Q4 2025 and Q1 2026.
- Reported value moved from $58,797,995 to $57,176,567.
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 47 institutions filings for Q1 2026.
Security key
97717W380
Latest holder period
Q1 2026
13F holders
47
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 97717W380:
Significant Owners of WisdomTree Trust - EXCHANGE TRADED PRODUCT (AGZD) based on Schedule 13D/G filings
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| WIN ADVISORS, INC | 0.6% | -84% | $813,846 | -$7,731,248 | 36,430 | -90% | WIN ADVISORS, INC | 30 Jun 2025 |
As of 31 Mar 2026, 47 institutional investors reported holding 2,536,128 shares of WisdomTree Trust - EXCHANGE TRADED PRODUCT (AGZD). This represents 42% of the company’s total 6,071,667 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of WisdomTree Trust - EXCHANGE TRADED PRODUCT (AGZD) together control 40% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| LPL Financial LLC | 6.7% | 406,059 | +3.7% | 0% | $9,155,563 |
| McAdam, LLC | 5% | 300,604 | +5.7% | 0.31% | $6,777,838 |
| BANK OF AMERICA CORP /DE/ | 4.1% | 248,479 | +27% | 0% | $5,602,445 |
| Trilogy Capital Inc. | 3.9% | 234,103 | +65% | 0.24% | $5,278,409 |
| CAPTRUST FINANCIAL ADVISORS | 3.4% | 205,477 | +5.7% | 0.01% | $4,632,972 |
| Modern Wealth Management, LLC | 2.1% | 126,933 | -16% | 0.05% | $2,857,264 |
| AXS Investments LLC | 1.8% | 107,225 | +52% | 0.98% | $2,417,645 |
| SYKON CAPITAL LLC | 1.7% | 102,080 | -4.3% | 0.77% | $2,301,636 |
| SILVER OAK SECURITIES, INCORPORATED | 1.4% | 85,158 | -1.4% | 0.14% | $1,920,094 |
| UBS Group AG | 1.2% | 72,499 | +73% | 0% | $1,634,635 |
| ROYAL BANK OF CANADA | 1.1% | 67,443 | -0.92% | 0% | $1,520,000 |
| STIFEL FINANCIAL CORP | 0.94% | 57,207 | -12% | 0% | $1,289,869 |
| WBI INVESTMENTS, LLC | 0.92% | 55,815 | -6.8% | 0.35% | $1,258,483 |
| CITADEL ADVISORS LLC | 0.85% | 51,619 | +369% | 0% | $1,163,874 |
| Sigma Planning Corp | 0.79% | 47,730 | -36% | 0.03% | $1,076,193 |
| ENVESTNET ASSET MANAGEMENT INC | 0.65% | 39,640 | -86% | 0% | $893,776 |
| OSAIC HOLDINGS, INC. | 0.58% | 35,297 | -4.2% | 0% | $796,978 |
| Ameritas Advisory Services, LLC | 0.49% | 29,506 | +69% | 0.03% | $665,284 |
| GreatBanc Trust CO | 0.47% | 28,300 | 0.45% | $638,091 | |
| Equitable Holdings, Inc. | 0.45% | 27,186 | -4.7% | 0% | $611,277 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 0.41% | 25,024 | -3.6% | 0.03% | $564,226 |
| JANE STREET GROUP, LLC | 0.37% | 22,332 | 0% | $503,529 | |
| PFG Investments, LLC | 0.33% | 19,815 | +0.48% | 0.02% | $446,769 |
| Syntegra Private Wealth Group, LLC | 0.29% | 17,462 | 0% | 0.04% | $393,723 |
| GILPIN WEALTH MANAGEMENT, LLC | 0.27% | 16,460 | -6.8% | 0.29% | $371,131 |
Institutional Holders of WisdomTree Trust - EXCHANGE TRADED PRODUCT (AGZD) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 2,536,128 | $57,176,567 | -$693,830 | $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 |
| 2020 Q1 | 1,164,236 | $54,199,379 | +$3,206,959 | $46.07 | 24 |
| 2019 Q4 | 972,686 | $46,755,242 | +$4,265,531 | $48.07 | 24 |
| 2019 Q3 | 875,307 | $41,845,522 | -$621,854 | $47.80 | 25 |
| 2019 Q2 | 887,946 | $42,316,677 | +$2,987,159 | $47.65 | 27 |
| 2019 Q1 | 793,456 | $37,815,372 | -$4,546,753 | $47.77 | 25 |
| 2018 Q4 | 881,004 | $41,643,000 | +$15,459,342 | $47.26 | 27 |
| 2018 Q3 | 533,501 | $25,604,000 | +$14,589,960 | $48.00 | 21 |
| 2018 Q2 | 229,875 | $10,981,000 | +$1,310,604 | $47.77 | 19 |
| 2018 Q1 | 202,452 | $9,692,000 | +$3,268,229 | $47.91 | 17 |
| 2017 Q4 | 133,922 | $6,483,000 | -$6,643,327 | $48.40 | 16 |
| 2017 Q3 | 272,604 | $13,089,000 | +$3,665,480 | $48.00 | 15 |
| 2017 Q2 | 196,281 | $9,408,351 | -$1,109,229 | $47.93 | 14 |
| 2017 Q1 | 219,262 | $10,549,496 | +$892,894 | $48.11 | 15 |
| 2016 Q4 | 200,590 | $9,685,624 | -$5,704,102 | $48.28 | 18 |
| 2016 Q3 | 318,399 | $15,232,220 | +$571,367 | $47.74 | 15 |
| 2016 Q2 | 306,408 | $14,590,056 | +$644,565 | $47.57 | 14 |
| 2016 Q1 | 292,790 | $13,951,874 | +$2,503,524 | $47.62 | 14 |
| 2015 Q4 | 239,838 | $11,534,514 | -$3,167,245 | $48.08 | 11 |
| 2015 Q3 | 305,751 | $14,667,398 | -$29,723,583 | $47.97 | 15 |
| 2015 Q2 | 913,359 | $44,464,978 | -$3,823,176 | $48.62 | 16 |
| 2015 Q1 | 991,982 | $48,730,473 | -$1,409,385 | $49.06 | 13 |
| 2014 Q4 | 1,020,419 | $50,343,627 | -$574,578 | $49.31 | 15 |
| 2014 Q3 | 1,030,389 | $51,261,000 | +$50,191,412 | $49.79 | 12 |
| 2014 Q2 | 21,508 | $1,070,000 | -$1,065,581 | $49.81 | 3 |
| 2014 Q1 | 42,931 | $2,137,000 | +$2,137,000 | $49.83 | 2 |