WIN ADVISORS, INC

Holdings History for WISDOMTREE TRUST - EXCHANGE TRADED PRODUCT (AGZD)

Symbol: AGZD
Investment type: Equity - Shares of Stock
Class: EXCHANGE TRADED PRODUCT
Latest Disclosed Ownership: 41.3K shares
Security Ownership: 0.6%

Shares, Excluding Options vs Price

Value, Excluding Options

WIN ADVISORS, INC ownership in WISDOMTREE TRUST EXCHANGE TRADED PRODUCT (AGZD)

2025-02-14 - WIN ADVISORS, INC has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 41.3K shares of WISDOMTREE TRUST EXCHANGE TRADED PRODUCT (AGZD). This represents 0.6% percent ownership of the company.

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filed at
WIN ADVISORS, INC	0.6%		$922K	41.3K			$22.33	13G/A	12/31/2024	14 Feb 2025 16:08:31

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
12/31/2024	0.45%	-4.54%	$927K	41.3K	-417,878	-91%	$22.46	Q4 2024
9/30/2024	4.83%	-0.27%	$10.3M	459K	-26,091	-5.38%	$22.42	Q3 2024
6/30/2024	4.83%	-0.33%	$10.8M	485K	-33,154	-6.4%	$22.30	Q2 2024
3/31/2024	5.04%	+5.19%	$11.4M	518K	+518,394	NEW	$22.08	Q1 2024
12/31/2023		-0.81%	$0	0	-74,912	-100%		Q4 2023
9/30/2023	0.81%		$1.66M	74.9K			$22.16	Q3 2023
6/30/2023	0.37%		$271K	7.88K			$34.38^*	Q2 2023
3/31/2023	0.14%	+0.14%	$348K	8K	+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.