WISDOMTREE TRUST WISDOMTREE (AGZD) Institutional Shareholders
WISDOMTREE TRUST WISDOMTREE (AGZD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $55.38M in AGZD holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of AGZD tracked by InsiderSet, reporting ownership valued at approximately $9.16M in its March 31, 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 $9.18M, representing an estimated gain of +0.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed AGZD value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Mcadam, Llc, Bank Of America Corp, 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
45
Total Reported Value
$55.38M
Largest Holder
Lpl Financial Llc
Largest Position
$9.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
53
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 406,059 | $9,155,563 | $9,180,994 | +$25,431 | +0.28% | |
| Mcadam, Llc | 0.31% | 300,604 | $6,777,838 | $6,796,656 | +$18,818 | +0.28% | |
| Bank Of America Corp | 0.00% | 248,479 | $5,602,445 | $5,618,110 | +$15,665 | +0.28% | |
| Captrust Financial Advisors | 0.01% | 205,477 | $4,632,972 | $4,645,835 | +$12,863 | +0.28% | |
| Trilogy Capital Inc. | 0.16% | 186,075 | $4,207,162 | $4,207,156 | -$6 | -0.00% | |
| Modern Wealth Management, Llc | 0.05% | 126,933 | $2,857,264 | $2,869,955 | +$12,691 | +0.44% | |
| Axs Investments Llc | 0.98% | 107,225 | $2,417,645 | $2,424,357 | +$6,712 | +0.28% | |
| Sykon Capital Llc | 0.77% | 102,080 | $2,301,636 | $2,308,029 | +$6,393 | +0.28% | |
| Silver Oak Securities, Incorporated | 0.14% | 85,158 | $1,920,094 | $1,925,422 | +$5,328 | +0.28% | |
| Ubs Group Ag | 0.00% | 72,499 | $1,634,635 | $1,639,202 | +$4,567 | +0.28% | |
| Royal Bank Of Canada | 0.00% | 67,443 | $1,520,000 | $1,524,886 | +$4,886 | +0.32% | |
| Stifel Financial Corp | 0.00% | 57,207 | $1,289,869 | $1,293,450 | +$3,581 | +0.28% | |
| Wbi Investments, Llc | 0.35% | 55,815 | $1,258,483 | $1,261,977 | +$3,494 | +0.28% | |
| Citadel Advisors Llc | 0.00% | 51,619 | $1,163,874 | $1,167,106 | +$3,232 | +0.28% | |
| Sigma Planning Corp | 0.03% | 47,730 | $1,076,193 | $1,079,175 | +$2,982 | +0.28% | |
| Envestnet Asset Management Inc | 0.00% | 39,640 | $893,776 | $896,260 | +$2,484 | +0.28% | |
| Osaic Holdings, Inc. | 0.00% | 35,297 | $796,978 | $798,065 | +$1,087 | +0.14% | |
| Greatbanc Trust Co | 0.45% | 32,300 | $730,303 | $730,303 | $0 | 0.00% | |
| Creative Financial Designs Inc | 0.03% | 29,448 | $665,819 | $665,819 | +$0 | +0.00% | |
| Ameritas Advisory Services, Llc | 0.03% | 29,506 | $665,284 | $667,131 | +$1,847 | +0.28% | |
| Equitable Holdings, Inc. | 0.00% | 27,186 | $611,277 | $614,675 | +$3,398 | +0.56% | |
| Jane Street Group, Llc | 0.00% | 22,332 | $503,529 | $504,927 | +$1,398 | +0.28% | |
| Syntegra Private Wealth Group, Llc | 0.03% | 17,462 | $394,816 | $394,816 | -$0 | -0.00% | |
| Kestra Advisory Services, Llc | 0.00% | 16,762 | $378,985 | $378,989 | +$4 | +0.00% | |
| Gilpin Wealth Management, Llc | 0.24% | 15,660 | $354,073 | $354,073 | -$0 | -0.00% | |
| Commonwealth Equity Services, Llc | 0.00% | 14,443 | $326,570 | $326,556 | -$14 | -0.00% | |
| Interactive Financial Advisors, Inc. | 0.19% | 13,564 | $306,081 | $306,682 | +$601 | +0.20% | |
| Bucket List Wealth Management, Llc | 0.13% | 11,582 | $261,869 | $261,869 | +$0 | +0.00% | |
| Private Advisor Group, Llc | 0.00% | 10,423 | $235,657 | $235,664 | +$7 | +0.00% | |
| Hightower Advisors, Llc | 0.00% | 9,161 | $206,555 | $207,130 | +$575 | +0.28% | |
| Cherry Tree Wealth Management, Llc | 0.02% | 3,234 | $72,919 | $73,121 | +$202 | +0.28% | |
| Rockefeller Capital Management L.P. | 0.00% | 2,024 | $45,636 | $45,763 | +$127 | +0.28% | |
| Front Row Advisors Llc | 0.01% | 1,160 | $26,155 | $26,228 | +$73 | +0.28% | |
| National Bank Of Canada | 0.00% | 928 | $20,917 | $20,982 | +$65 | +0.31% | |
| Ae Wealth Management Llc | 0.00% | 927 | $20,901 | $20,959 | +$58 | +0.28% | |
| Horizon Investments, Llc | 0.00% | 870 | $19,558 | $19,671 | +$113 | +0.58% | |
| Dogwood Wealth Management Llc | 0.01% | 826 | $18,676 | $18,676 | -$0 | -0.00% | |
| Larson Financial Group Llc | 0.00% | 246 | $5,544 | $5,562 | +$18 | +0.33% | |
| Golden State Wealth Management, Llc | 0.00% | 166 | $3,753 | $3,753 | +$0 | +0.01% | |
| Western Wealth Management, Llc | 0.00% | 92 | $2,070 | $2,080 | +$10 | +0.49% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 11,835 | $268 | $267,589 | +$267,321 | +99746.77% | |
| Flow Traders U.S. Llc | 0.01% | 11,389 | $257 | $257,505 | +$257,248 | +100096.61% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $32 | $23 | -$9 | -29.34% | |
| Morgan Stanley | 0.00% | 1 | $28 | $23 | -$5 | -19.25% | |
| Fmr Llc | 0.00% | 1 | $23 | $23 | -$0 | -1.70% |
Frequently asked questions about AGZD
Who owns the most AGZD stock?
The largest holders of AGZD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WISDOMTREE TRUST WISDOMTREE (AGZD).
Is AGZD widely held by superinvestors?
Many widely followed stocks like AGZD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AGZD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.