51 institutions reported holding $57.2M of WISDOMTREE TR (AGZD) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($9.2M), McAdam, LLC ($6.8M), BANK OF AMERICA CORP /DE/ ($5.6M), Trilogy Capital Inc. ($5.3M), CAPTRUST FINANCIAL ADVISORS ($4.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LPL Financial LLC | $9.2M | 406,059 | Added |
| 2 | McAdam, LLC | $6.8M | 300,604 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $5.6M | 248,479 | Added |
| 4 | Trilogy Capital Inc. | $5.3M | 234,103 | Added |
| 5 | CAPTRUST FINANCIAL ADVISORS | $4.6M | 205,477 | Added |
| 6 | Modern Wealth Management, LLC | $2.9M | 126,933 | Trimmed |
| 7 | AXS Investments LLC | $2.4M | 107,225 | Added |
| 8 | SYKON CAPITAL LLC | $2.3M | 102,080 | Trimmed |
| 9 | SILVER OAK SECURITIES, INCORPORATED | $1.9M | 85,158 | Trimmed |
| 10 | UBS Group AG | $1.6M | 72,499 | Added |
| 11 | Royal Bank of Canada | $1.5M | 67,443 | Trimmed |
| 12 | STIFEL FINANCIAL CORP | $1.3M | 57,207 | Trimmed |
| 13 | WBI INVESTMENTS, LLC | $1.3M | 55,815 | Trimmed |
| 14 | CITADEL ADVISORS LLC | $1.2M | 51,619 | Added |
| 15 | Sigma Planning Corp | $1.1M | 47,730 | Trimmed |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $893,776 | 39,640 | Trimmed |
| 17 | OSAIC HOLDINGS, INC. | $796,978 | 35,297 | Trimmed |
| 18 | Ameritas Advisory Services, LLC | $665,284 | 29,506 | Added |
| 19 | GreatBanc Trust CO | $638,091 | 28,300 | New |
| 20 | Equitable Holdings, Inc. | $611,277 | 27,186 | Trimmed |
| 21 | CREATIVE FINANCIAL DESIGNS INC /ADV | $564,226 | 25,024 | Trimmed |
| 22 | JANE STREET GROUP, LLC | $503,529 | 22,332 | New |
| 23 | PFG Investments, LLC | $446,769 | 19,815 | Added |
| 24 | Syntegra Private Wealth Group, LLC | $393,723 | 17,462 | Hold |
| 25 | GILPIN WEALTH MANAGEMENT, LLC | $371,131 | 16,460 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31