WisdomTree Trust - EXCHANGE TRADED PRODUCT (AGZD)

Historical Holders from Q1 2014 to Q4 2025

Symbol
AGZD
Type / Class
Equity / EXCHANGE TRADED PRODUCT
Shares outstanding
6,071,667
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
2,706,376
Holdings value
$60,886,933
% of all portfolios
0%
Number of holders
47
Number of buys
16
Number of sells
27
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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 30 Sep 2025 WisdomTree Trust - EXCHANGE TRADED PRODUCT (AGZD) has 47 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 2,706,376 shares of 6,071,667 outstanding shares and own 45% of the company stock as of 30 Sep 2025.

Top 25 institutional shareholders of WisdomTree Trust - EXCHANGE TRADED PRODUCT (AGZD) own 43% of the company based on 13F filings as of 30 Sep 2025

Filer Ownership Holdings Value Nb Shares Share Change %
BANK OF AMERICA CORP /DE/ 7.4% $10,077,581 447,892 -6.4%
LPL Financial LLC 5.7% $7,818,308 347,480 -7.7%
McAdam, LLC 4% $5,498,296 244,369 +13%
CAPTRUST FINANCIAL ADVISORS 3.5% $4,716,630 209,628 -7.2%
Modern Wealth Management, LLC 2.7% $3,748,611 166,605 -15%
Trilogy Capital Inc. 2.5% $3,436,203 152,720 -20%
JANE STREET GROUP, LLC 2.2% $2,993,062 133,025 -16%
SILVER OAK SECURITIES, INCORPORATED 1.4% $1,970,084 87,559 -21%
WBI INVESTMENTS, LLC 1.3% $1,755,720 78,032 -19%
Sigma Planning Corp 1.2% $1,642,161 72,985 -9.2%
AXS Investments LLC 1.2% $1,582,245 70,322 -26%
Mariner, LLC 1.2% $1,576,337 70,059 +5.4%
ROYAL BANK OF CANADA 1.1% $1,503,000 66,805 +18%
STIFEL FINANCIAL CORP 1.1% $1,468,148 65,251 -6.7%
SYKON CAPITAL LLC 0.83% $1,135,170 50,452 -39%
UBS Group AG 0.83% $1,128,825 50,170 +4.3%
Global Retirement Partners, LLC 0.79% $1,075,371 47,794 +9.2%
OSAIC HOLDINGS, INC. 0.77% $1,039,294 46,482 -14%
CITADEL ADVISORS LLC 0.74% $1,014,593 45,093 +94%
WIN ADVISORS, INC 0.63% $867,052 38,536 +5.8%
COMMONWEALTH EQUITY SERVICES, LLC 0.52% $705,000 31,323 -2.9%
CREATIVE FINANCIAL DESIGNS INC /ADV 0.44% $599,490 26,644 +65%
Equitable Holdings, Inc. 0.42% $580,545 25,802 +19%
ENVESTNET ASSET MANAGEMENT INC 0.39% $529,554 23,536 -7.7%
PFG Investments, LLC 0.31% $419,429 18,641 +10%

Institutional Holders of WisdomTree Trust - EXCHANGE TRADED PRODUCT (AGZD) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 11,927 $268,000 +$268,000 $22.47 1
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