WIN ADVISORS, INC

Holdings History for WisdomTree Trust - EXCHANGE TRADED PRODUCT (AGZD)

Symbol: AGZD
Investment type: Equity / EXCHANGE TRADED PRODUCT
Latest Disclosed Shares Owned: 36,430 shares
Security Ownership %: 0.6%

Shares, Excluding Options vs Price

Value, Excluding Options

WIN ADVISORS, INC ownership in WisdomTree Trust EXCHANGE TRADED PRODUCT (AGZD)

18 Aug 2025 - WIN ADVISORS, INC has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 36,430 shares of WisdomTree Trust EXCHANGE TRADED PRODUCT (AGZD). This represents 0.6% ownership of the company. In their previous filing dated 07 May 2025, WIN ADVISORS, INC had reported owning 382,502 shares, indicating a decrease of +90%. .

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filing time
WIN ADVISORS, INC	0.6%	-84%	$813,846	36,430	-346,072	-90%	$22.34	13G/A	30 Jun 2025	18 Aug 2025, 15:52
WIN ADVISORS, INC	6.5%	+590%	$8,499,194	382,502	+341,231	+827%	$22.22	13G	31 Mar 2025	07 May 2025, 12:38
WIN ADVISORS, INC	0.6%		$917,042	41,271			$22.22	13G/A	31 Dec 2024	14 Feb 2025, 16:08

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
31 Dec 2025		-0.42%	$0	0	-38,536	-100%	$22.50	Q4 2025
30 Sep 2025	0.42%	+0.02%	$867,052	38,536	+2,106	+5.8%	$22.50	Q3 2025
30 Jun 2025	0.39%	-3.7%	$809,842	36,430	-346,072	-90%	$22.23	Q2 2025
31 Mar 2025	4.4%	+3.9%	$8,548,922	382,502	+341,231	+800%	$22.35	Q1 2025
31 Dec 2024	0.45%	-4.5%	$926,956	41,271	-417,878	-91%	$22.46	Q4 2024
30 Sep 2024	4.8%	-0.27%	$10,294,125	459,149	-26,091	-5.4%	$22.42	Q3 2024
30 Jun 2024	4.8%	-0.33%	$10,820,842	485,240	-33,154	-6.4%	$22.30	Q2 2024
31 Mar 2024	5%	+5%	$11,446,145	518,394	+518,394	NEW	$22.08	Q1 2024
31 Dec 2023		-0.81%	$0	0	-74,912	-100%	$22.50	Q4 2023
30 Sep 2023	0.81%	+0.73%	$1,660,052	74,912	+67,034	+851%	$22.16	Q3 2023
30 Jun 2023	1%	-0.02%	$270,813	7,878	-126	-1.6%	$34.38	Q2 2023
31 Mar 2023	0.14%	+0.14%	$348,424	8,004	+8,004	NEW	$43.53	Q1 2023

* 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.