Q1 2025 13F Holders as of 3/31/2025
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Type / Class
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Equity / EXCHANGE TRADED PRODUCT
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Shares outstanding
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6.88M
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Number of holders
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20
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Total shares
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762K
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Shares change
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+74.7K
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Total reported value, excl. options
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$17M
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Value change
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+$1.66M
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Number of buys
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7
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Number of sells
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-11
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Price
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$22.35
Significant Holders of WISDOMTREE TRUST - EXCHANGE TRADED PRODUCT (AGZD) as of Q1 2025
25 filings reported holding AGZD - WISDOMTREE TRUST - EXCHANGE TRADED PRODUCT as of Q1 2025.
WISDOMTREE TRUST - EXCHANGE TRADED PRODUCT (AGZD) has 20 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 762K shares
of 6.88M outstanding shares and own 11.08% of the company stock.
Largest 10 shareholders include WIN ADVISORS, INC (383K shares), SILVER OAK SECURITIES, INCORPORATED (111K shares), Sigma Planning Corp (80.4K shares), ENVESTNET ASSET MANAGEMENT INC (32.8K shares), Ameritas Advisory Services, LLC (30K shares), Fermata Advisors, LLC (21.2K shares), INTERACTIVE FINANCIAL ADVISORS, INC. (20.9K shares), Private Advisor Group, LLC (19.2K shares), CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (18.2K shares), and Sovran Advisors, LLC (17.9K shares).
This table shows the top 20 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.