Who Owns WISDOMTREE TR (AGZD)? -- Institutional Holders (2026-06-30)
52 institutions reported holding $82.4M of WISDOMTREE TR (AGZD) in SEC 13F filings for 2026-06-30. Largest institutional holders: McAdam, LLC ($14.5M), LPL Financial LLC ($10.2M), WIN ADVISORS, INC ($10.0M), SYKON CAPITAL LLC ($7.2M), BANK OF AMERICA CORP /DE/ ($7.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | McAdam, LLC | $14.5M | 642,605 | Added |
| 2 | LPL Financial LLC | $10.2M | 453,313 | Added |
| 3 | WIN ADVISORS, INC | $10.0M | 441,101 | New |
| 4 | SYKON CAPITAL LLC | $7.2M | 319,250 | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $7.1M | 314,357 | Added |
| 6 | CAPTRUST FINANCIAL ADVISORS | $4.5M | 199,056 | Trimmed |
| 7 | Trilogy Capital Inc. | $4.2M | 186,075 | Trimmed |
| 8 | Modern Wealth Management, LLC | $2.4M | 106,908 | Trimmed |
| 9 | SILVER OAK SECURITIES, INCORPORATED | $1.8M | 80,596 | Trimmed |
| 10 | AXS Investments LLC | $1.7M | 76,066 | Trimmed |
| 11 | UBS Group AG | $1.7M | 74,925 | Added |
| 12 | Royal Bank of Canada | $1.6M | 68,542 | Added |
| 13 | Ameritas Advisory Services, LLC | $1.3M | 57,913 | Added |
| 14 | JANE STREET GROUP, LLC | $1.3M | 56,803 | Added |
| 15 | STIFEL FINANCIAL CORP | $1.3M | 55,495 | Trimmed |
| 16 | WBI INVESTMENTS, LLC | $1.1M | 50,824 | Trimmed |
| 17 | Global Retirement Partners, LLC | $1.1M | 49,216 | Added |
| 18 | Sigma Planning Corp | $1.1M | 48,172 | Added |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $940,373 | 41,591 | Added |
| 20 | OSAIC HOLDINGS, INC. | $818,273 | 36,143 | Added |
| 21 | CITADEL ADVISORS LLC | $815,181 | 36,054 | Trimmed |
| 22 | GreatBanc Trust CO | $730,303 | 32,300 | Added |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $667,447 | 29,520 | New |
| 24 | CREATIVE FINANCIAL DESIGNS INC /ADV | $665,819 | 29,448 | Added |
| 25 | Equitable Holdings, Inc. | $442,571 | 19,574 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30