WISDOMTREE TRUST WISDOMTREE (AGZD) Institutional Ownership and Insiders Activity
WISDOMTREE TRUST WISDOMTREE (AGZD) is widely held by institutional investors, with 44 firms reporting positions valued at approximately $80.85M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Mcadam, Llc is the largest disclosed holder, reporting approximately $14.53M in AGZD holdings in its latest filing.
Institutional Holders
44
Total Reported Value
$80.85M
Largest Holder
Mcadam, Llc
Largest Position
$14.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
6
Funds Exiting Positions
8
Top Institutional Owners
View allInvestorReported Balance
- Mcadam, Llc$14.53M
- Lpl Financial Llc$10.25M
- Win Advisors, Inc$9.97M
- Sykon Capital Llc$7.22M
- Bank Of America Corp$7.11M