Q2 2025 13F Holders as of 6/30/2025
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Type / Class
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Equity / EXCHANGE TRADED PRODUCT
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Shares outstanding
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6.07M
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Number of holders
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49
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Total 13F shares, excl. options
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2.96M
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Shares change
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-1.52M
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Total reported value, excl. options
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$65.7M
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Value change
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-$33.9M
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Number of buys
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17
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Number of sells
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-34
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Price
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$22.23
Significant Holders of WisdomTree Trust - EXCHANGE TRADED PRODUCT (AGZD) as of Q2 2025
61 filings reported holding AGZD - WisdomTree Trust - EXCHANGE TRADED PRODUCT as of Q2 2025.
WisdomTree Trust - EXCHANGE TRADED PRODUCT (AGZD) has 49 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.96M shares
of 6.07M outstanding shares and own 48.71% of the company stock.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (479K shares), LPL Financial LLC (377K shares), CAPTRUST FINANCIAL ADVISORS (226K shares), McAdam, LLC (216K shares), Modern Wealth Management, LLC (195K shares), Trilogy Capital Inc. (190K shares), JANE STREET GROUP, LLC (159K shares), SILVER OAK SECURITIES, INCORPORATED (111K shares), WBI INVESTMENTS, LLC (96.2K shares), and AXS Investments LLC (95.1K shares).
This table shows the top 49 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.