Quick Takeaways
- WIN ADVISORS, INC filed SCHEDULE 13G/A for WisdomTree Trust EXCHANGE TRADED PRODUCT (AGZD).
- Disclosed ownership: 0.6%.
- Date of event: 30 Jun 2025.
WIN ADVISORS, INC - 30 Jun 2025 SCHEDULE 13G/A Report for WisdomTree Trust EXCHANGE TRADED PRODUCT (AGZD)
- Filing Manager
- WIN ADVISORS, INC
- Reporting Manager
- WIN ADVISORS, INC
- Symbol
- AGZD
- Shares outstanding
- 6,071,667 shares
- Disclosed Ownership
- 36,430 shares
- Ownership
- 0.6%
- Form type
- SCHEDULE 13G/A
- Filing time
- 18 Aug 2025, 15:52:04 UTC
- Date of event
- 30 Jun 2025
- Previous filing
- 07 May 2025
- SEC
- View on sec.gov
Quoteable Key Fact
"WIN ADVISORS, INC disclosed 0.6% ownership in WisdomTree Trust EXCHANGE TRADED PRODUCT (AGZD) on 30 Jun 2025."
What Changed
- Previous schedule filing date: 07 May 2025.
- Current filing was accepted on 18 Aug 2025, 15:52.
Why This Matters
- This page explains what this Schedule 13D/13G filing tells you before manager-level rows.
- You can verify ownership claims directly against the original SEC filing.
Source Evidence
Backed by Schedule 13D/13G
See Original Filing
Beneficial ownership values are sourced from the original SEC Schedule 13D/13G filing.
Reporting Managers (1)
| Name | Ownership | Shares Owned | sole voting power | shared voting power | Signature | Title | CIK |
|---|---|---|---|---|---|---|---|
| WIN ADVISORS, INC | 0.6% | 36,430 | 0 | 0 | MARY THERESE WALSH | CHIEF COMPLIANCE OFFICER |