Q1 2025 13F Holders as of 3/31/2025
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Type / Class
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Equity / EXCHANGE TRADED PRODUCT
-
Shares outstanding
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6.07M
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Number of holders
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56
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Total 13F shares, excl. options
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4.3M
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Shares change
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-194K
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Total reported value, excl. options
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$96.1M
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Value change
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-$4.36M
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Number of buys
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25
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Number of sells
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-29
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Price
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$22.35
Significant Holders of WisdomTree Trust - EXCHANGE TRADED PRODUCT (AGZD) as of Q1 2025
67 filings reported holding AGZD - WisdomTree Trust - EXCHANGE TRADED PRODUCT as of Q1 2025.
WisdomTree Trust - EXCHANGE TRADED PRODUCT (AGZD) has 56 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.3M shares
of 6.07M outstanding shares and own 70.83% of the company stock.
Largest 10 shareholders include Trilogy Capital Inc. (917K shares), BANK OF AMERICA CORP /DE/ (515K shares), LPL Financial LLC (428K shares), WIN ADVISORS, INC (383K shares), CAPTRUST FINANCIAL ADVISORS (228K shares), STIFEL FINANCIAL CORP (205K shares), McAdam, LLC (203K shares), Modern Wealth Management, LLC (199K shares), JANE STREET GROUP, LLC (133K shares), and SILVER OAK SECURITIES, INCORPORATED (111K shares).
This table shows the top 56 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.