| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| WIN ADVISORS, INC | 0.6% | -84% | $813,118 | -$7,724,327 | 36,430 | -90% | WIN ADVISORS, INC | 30 Jun 2025 |
As of 30 Sep 2025, 47 institutional investors reported holding 2,706,376 shares of WisdomTree Trust - EXCHANGE TRADED PRODUCT (AGZD). This represents 45% of the company’s total 6,071,667 outstanding shares.
The largest institutional shareholders of WisdomTree Trust - EXCHANGE TRADED PRODUCT (AGZD) together control 43% 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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 7.4% | 447,892 | -6.4% | 0% | $10,077,581 |
| LPL Financial LLC | 5.7% | 347,480 | -7.7% | 0% | $7,818,308 |
| McAdam, LLC | 4% | 244,369 | +13% | 0.27% | $5,498,296 |
| CAPTRUST FINANCIAL ADVISORS | 3.5% | 209,628 | -7.2% | 0.01% | $4,716,630 |
| Modern Wealth Management, LLC | 2.7% | 166,605 | -15% | 0.07% | $3,748,611 |
| Trilogy Capital Inc. | 2.5% | 152,720 | -20% | 0.16% | $3,436,203 |
| JANE STREET GROUP, LLC | 2.2% | 133,025 | -16% | 0% | $2,993,062 |
| SILVER OAK SECURITIES, INCORPORATED | 1.4% | 87,559 | -21% | 0.15% | $1,970,084 |
| WBI INVESTMENTS, LLC | 1.3% | 78,032 | -19% | 0.45% | $1,755,720 |
| Sigma Planning Corp | 1.2% | 72,985 | -9.2% | 0.05% | $1,642,161 |
| AXS Investments LLC | 1.2% | 70,322 | -26% | 0.69% | $1,582,245 |
| Mariner, LLC | 1.2% | 70,059 | +5.4% | 0% | $1,576,337 |
| ROYAL BANK OF CANADA | 1.1% | 66,805 | +18% | 0% | $1,503,000 |
| STIFEL FINANCIAL CORP | 1.1% | 65,251 | -6.7% | 0% | $1,468,148 |
| SYKON CAPITAL LLC | 0.83% | 50,452 | -39% | 0.38% | $1,135,170 |
| UBS Group AG | 0.83% | 50,170 | +4.3% | 0% | $1,128,825 |
| Global Retirement Partners, LLC | 0.79% | 47,794 | +9.2% | 0.02% | $1,075,371 |
| OSAIC HOLDINGS, INC. | 0.77% | 46,482 | -14% | 0% | $1,039,294 |
| CITADEL ADVISORS LLC | 0.74% | 45,093 | +94% | 0% | $1,014,593 |
| WIN ADVISORS, INC | 0.63% | 38,536 | +5.8% | 0.42% | $867,052 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.52% | 31,323 | -2.9% | 0% | $705,000 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 0.44% | 26,644 | +65% | 0.04% | $599,490 |
| Equitable Holdings, Inc. | 0.42% | 25,802 | +19% | 0% | $580,545 |
| ENVESTNET ASSET MANAGEMENT INC | 0.39% | 23,536 | -7.7% | 0% | $529,554 |
| PFG Investments, LLC | 0.31% | 18,641 | +10% | 0.02% | $419,429 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | 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 | -$33,935,539 | $22.23 | 49 |
| 2025 Q1 | 4,300,475 | $96,113,246 | -$4,360,392 | $22.35 | 56 |
| 2024 Q4 | 4,676,639 | $105,041,876 | -$28,161,326 | $22.46 | 59 |
| 2024 Q3 | 5,917,004 | $132,634,997 | -$7,397,688 | $22.42 | 54 |
| 2024 Q2 | 6,033,182 | $134,519,044 | +$4,727,465 | $22.30 | 54 |
| 2024 Q1 | 5,887,675 | $130,175,598 | -$9,059,266 | $22.08 | 56 |
| 2023 Q4 | 7,808 | $171,144 | $21.92 | 1 | |
| 2023 Q3 | 6,071,257 | $134,532,688 | +$46,527,742 | $22.16 | 53 |
| 2023 Q2 | 3,757,784 | $166,316,520 | -$2,624,843 | $44.24 | 54 |
| 2023 Q1 | 3,978,166 | $173,970,788 | -$31,158,732 | $43.53 | 58 |
| 2022 Q4 | 4,685,706 | $204,621,124 | +$9,286,289 | $43.46 | 53 |
| 2022 Q3 | 5,616,903 | $265,439 | -$36,774 | $0.05 | 56 |
| 2022 Q2 | 6,599,776 | $310,398 | +$61,541 | $0.05 | 51 |
| 2022 Q1 | 5,136,290 | $248,857 | +$72,495 | $0.05 | 45 |
| 2021 Q4 | 3,406,123 | $169,004 | +$18,535 | $0.05 | 40 |
| 2021 Q3 | 3,269,606 | $153,254,452 | +$17,258,091 | $46.87 | 37 |
| 2021 Q2 | 2,914,236 | $137,076,000 | +$59,166,393 | $47.04 | 31 |
| 2021 Q1 | 1,727,122 | $81,193,009 | +$35,366,883 | $47.01 | 29 |
| 2020 Q4 | 1,011,620 | $57,672 | +$1,018 | $0.05 | 22 |
| 2020 Q3 | 1,011,350 | $57,342 | -$10,872 | $0.05 | 21 |
| 2020 Q2 | 1,243,087 | $68,502 | -$289,081 | $0.05 | 23 |
| 2020 Q1 | 6,644 | $306,379 | -$3,408,539 | $46.07 | 3 |
| 2019 Q4 | 972,686 | $46,755,242 | +$4,265,532 | $48.07 | 24 |
| 2019 Q3 | 875,307 | $41,845,522 | -$621,859 | $47.80 | 25 |
| 2019 Q2 | 887,946 | $42,316,677 | +$2,987,161 | $47.65 | 27 |
| 2019 Q1 | 793,456 | $37,815,372 | -$4,546,757 | $47.77 | 25 |
| 2018 Q4 | 881,004 | $41,643,000 | +$15,459,348 | $47.26 | 27 |
| 2018 Q3 | 533,501 | $25,604,000 | +$13,903,555 | $48.00 | 21 |
| 2018 Q2 | 229,875 | $10,981,000 | +$1,310,604 | $47.77 | 19 |
| 2018 Q1 | 202,452 | $9,692,000 | +$3,267,549 | $47.91 | 17 |
| 2017 Q4 | 132,677 | $6,423,000 | -$6,563,854 | $48.40 | 15 |
| 2017 Q3 | 272,604 | $13,089,000 | +$3,665,480 | $48.00 | 15 |
| 2017 Q2 | 196,281 | $9,408,351 | -$1,109,230 | $47.93 | 14 |
| 2017 Q1 | 219,262 | $10,549,496 | +$892,895 | $48.11 | 15 |
| 2016 Q4 | 200,590 | $9,685,624 | -$5,704,101 | $48.28 | 18 |
| 2016 Q3 | 318,399 | $15,232,220 | +$571,367 | $47.74 | 15 |
| 2016 Q2 | 306,408 | $14,590,056 | +$626,306 | $47.57 | 14 |
| 2016 Q1 | 292,790 | $13,951,874 | +$2,503,521 | $47.62 | 14 |
| 2015 Q4 | 239,838 | $11,534,514 | -$3,166,247 | $48.08 | 11 |
| 2015 Q3 | 305,734 | $14,666,398 | -$28,476,588 | $47.97 | 14 |
| 2015 Q2 | 913,359 | $44,464,978 | -$3,823,171 | $48.62 | 16 |
| 2015 Q1 | 991,982 | $48,730,473 | -$1,422,952 | $49.06 | 13 |
| 2014 Q4 | 1,020,419 | $50,343,627 | -$574,578 | $49.31 | 15 |
| 2014 Q3 | 1,030,389 | $51,261,000 | +$50,191,430 | $49.79 | 12 |
| 2014 Q2 | 21,508 | $1,070,000 | -$1,065,581 | $49.81 | 3 |
| 2014 Q1 | 42,931 | $2,137,000 | +$2,136,998 | $49.83 | 2 |