AGZD Institutional Ownership & Shareholders
WISDOMTREE TRUST WISDOMTREE (AGZD) is currently held by 48 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $100.14M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Mcadam, Llc is currently the largest disclosed institutional shareholder of AGZD tracked by InsiderSet, reporting ownership valued at approximately $15.05M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $15.01M, representing an estimated loss of -0.26% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% of the total disclosed AGZD value among the investors covered in this analysis. Major shareholders include Mcadam, Llc, Prime Capital Investment Advisors, Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in WISDOMTREE TRUST WISDOMTREE (AGZD).
This page ranks the largest institutional AGZD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
48
Total Reported Value
$100.14M
Largest Holder
Mcadam, Llc
Largest Position
$15.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mcadam, Llc | 0.57% | 667,703 | $15,050,034 | $15,010,564 | -$39,470 | -0.26% | |
| Prime Capital Investment Advisors, Llc | 0.12% | 537,137 | $12,107,070 | $12,075,323 | -$31,747 | -0.26% | |
| Lpl Financial Llc | 0.00% | 453,313 | $10,249,400 | $10,190,884 | -$58,516 | -0.57% | |
| Win Advisors, Inc | 3.56% | 441,101 | $9,973,297 | $9,916,347 | -$56,950 | -0.57% | |
| Sykon Capital Llc | 2.22% | 319,250 | $7,218,245 | $7,177,027 | -$41,218 | -0.57% | |
| Bank Of America Corp | 0.00% | 314,357 | $7,107,612 | $7,067,028 | -$40,584 | -0.57% | |
| Elevation Capital Advisory, Llc | 2.73% | 308,938 | $6,963,461 | $6,945,204 | -$18,257 | -0.26% | |
| Captrust Financial Advisors | 0.01% | 199,056 | $4,500,656 | $4,474,958 | -$25,698 | -0.57% | |
| Modern Wealth Management, Llc | 0.03% | 106,908 | $2,417,197 | $2,403,388 | -$13,809 | -0.57% | |
| Trilogy Capital Inc. | 0.09% | 104,426 | $2,353,770 | $2,347,590 | -$6,180 | -0.26% | |
| Silver Oak Securities, Incorporated | 0.11% | 80,596 | $1,822,277 | $1,811,871 | -$10,406 | -0.57% | |
| Axs Investments Llc | 0.49% | 76,066 | $1,719,852 | $1,710,032 | -$9,820 | -0.57% | |
| Ubs Group Ag | 0.00% | 74,925 | $1,694,054 | $1,684,381 | -$9,673 | -0.57% | |
| Royal Bank Of Canada | 0.00% | 68,542 | $1,550,000 | $1,540,886 | -$9,114 | -0.59% | |
| Sigma Planning Corp | 0.04% | 61,525 | $1,386,773 | $1,383,137 | -$3,636 | -0.26% | |
| Ameritas Advisory Services, Llc | 0.03% | 57,913 | $1,309,416 | $1,301,936 | -$7,480 | -0.57% | |
| Jane Street Group, Llc | 0.00% | 56,803 | $1,284,316 | $1,276,983 | -$7,333 | -0.57% | |
| Stifel Financial Corp | 0.00% | 55,495 | $1,254,743 | $1,247,578 | -$7,165 | -0.57% | |
| Wbi Investments, Llc | 0.28% | 50,824 | $1,149,130 | $1,142,569 | -$6,561 | -0.57% | |
| Envestnet Asset Management Inc | 0.00% | 41,591 | $940,373 | $935,003 | -$5,370 | -0.57% | |
| Osaic Holdings, Inc. | 0.00% | 36,143 | $818,273 | $812,527 | -$5,746 | -0.70% | |
| Citadel Advisors Llc | 0.00% | 36,054 | $815,181 | $810,526 | -$4,655 | -0.57% | |
| Greatbanc Trust Co | 0.45% | 32,300 | $730,303 | $726,133 | -$4,170 | -0.57% | |
| Kestra Advisory Services, Llc | 0.00% | 31,824 | $717,306 | $715,432 | -$1,874 | -0.26% | |
| Susquehanna International Group, Llp | 0.00% | 29,520 | $667,447 | $663,636 | -$3,811 | -0.57% | |
| Creative Financial Designs Inc | 0.03% | 29,448 | $665,819 | $662,018 | -$3,801 | -0.57% | |
| Td Private Client Wealth Llc | 0.01% | 22,495 | $507,037 | $505,708 | -$1,329 | -0.26% | |
| Equitable Holdings, Inc. | 0.00% | 19,574 | $442,571 | $440,041 | -$2,530 | -0.57% | |
| Bip Wealth, Llc | 0.01% | 19,105 | $430,627 | $429,498 | -$1,129 | -0.26% | |
| Syntegra Private Wealth Group, Llc | 0.03% | 17,462 | $393,593 | $392,561 | -$1,032 | -0.26% | |
| Gilpin Wealth Management, Llc | 0.23% | 15,235 | $343,397 | $342,497 | -$900 | -0.26% | |
| Commonwealth Equity Services, Llc | 0.00% | 14,031 | $316,250 | $315,430 | -$820 | -0.26% | |
| Interactive Financial Advisors, Inc. | 0.19% | 13,564 | $306,081 | $304,931 | -$1,150 | -0.38% | |
| Bucket List Wealth Management, Llc | 0.13% | 11,602 | $261,509 | $260,823 | -$686 | -0.26% | |
| Private Advisor Group, Llc | 0.00% | 10,423 | $235,657 | $234,318 | -$1,339 | -0.57% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 6,925 | $156,574 | $155,680 | -$894 | -0.57% | |
| Jpmorgan Chase & Co | 0.00% | 5,097 | $115,047 | $114,585 | -$462 | -0.40% | |
| Cherry Tree Wealth Management, Llc | 0.01% | 3,234 | $72,895 | $72,703 | -$192 | -0.26% | |
| Front Row Advisors Llc | 0.01% | 1,160 | $26,199 | $26,078 | -$121 | -0.46% | |
| National Bank Of Canada | 0.00% | 928 | $20,964 | $20,862 | -$102 | -0.49% | |
| Dogwood Wealth Management Llc | 0.01% | 826 | $18,676 | $18,569 | -$107 | -0.57% | |
| Ifg Advisory, Llc | 0.00% | 478 | $10,808 | $10,746 | -$62 | -0.57% | |
| Horizon Investments, Llc | 0.00% | 435 | $9,805 | $9,779 | -$26 | -0.26% | |
| Larson Financial Group Llc | 0.00% | 248 | $5,614 | $5,575 | -$39 | -0.69% | |
| Golden State Wealth Management, Llc | 0.00% | 166 | $3,742 | $3,732 | -$10 | -0.27% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 14,354 | $324 | $322,691 | +$322,367 | +99495.94% | |
| Wells Fargo & Company/Mn | 0.00% | 2 | $37 | $45 | +$8 | +21.52% | |
| Morgan Stanley | 0.00% | 1 | $23 | $22 | -$1 | -2.26% |
Frequently asked questions about AGZD
Who are the largest institutional holders of AGZD?
The largest institutional holders of AGZD reported in the latest SEC Form 13F filings include Mcadam, Llc, Prime Capital Investment Advisors, Llc, Lpl Financial Llc, Win Advisors, Inc, and Sykon Capital Llc. InsiderSet ranks institutional holders by their latest reported AGZD position.
What is AGZD institutional ownership?
This page tracks AGZD positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE TRUST WISDOMTREE (AGZD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AGZD?
InsiderSet currently tracks 48 institutional managers reporting AGZD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AGZD shareholders.
How much AGZD stock do institutions own?
Institutional investment managers disclosed approximately $100.14M in AGZD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AGZD institutional ownership last updated?
The latest AGZD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AGZD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AGZD position after the reporting date.
Are institutions buying or selling AGZD?
Institutional buying and selling can be analyzed by comparing AGZD positions across consecutive 13F reporting periods. InsiderSet's AGZD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AGZD ownership changes.
How has AGZD institutional ownership changed over time?
InsiderSet tracks AGZD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.