19 institutions reported holding $33.9M of WISDOMTREE TR (AGZD) in SEC 13F filings for 2026-06-30. Largest institutional holders: McAdam, LLC ($14.5M), WIN ADVISORS, INC ($10.0M), Trilogy Capital Inc. ($4.2M), ENVESTNET ASSET MANAGEMENT INC ($940,373), GreatBanc Trust CO ($730,303). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | McAdam, LLC | $14.5M | 642,605 | Added |
| 2 | WIN ADVISORS, INC | $10.0M | 441,101 | New |
| 3 | Trilogy Capital Inc. | $4.2M | 186,075 | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $940,373 | 41,591 | Added |
| 5 | GreatBanc Trust CO | $730,303 | 32,300 | Added |
| 6 | CREATIVE FINANCIAL DESIGNS INC /ADV | $665,819 | 29,448 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $536,000 | 23,670 | New |
| 8 | Syntegra Private Wealth Group, LLC | $394,816 | 17,462 | Hold |
| 9 | Kestra Advisory Services, LLC | $378,985 | 16,762 | Added |
| 10 | GILPIN WEALTH MANAGEMENT, LLC | $354,073 | 15,660 | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $326,570 | 14,443 | Trimmed |
| 12 | INTERACTIVE FINANCIAL ADVISORS, INC. | $306,081 | 13,564 | Added |
| 13 | Bucket List Wealth Management, LLC | $261,869 | 11,582 | Trimmed |
| 14 | Private Advisor Group, LLC | $235,657 | 10,423 | Trimmed |
| 15 | Dogwood Wealth Management LLC | $18,676 | 826 | Hold |
| 16 | Golden State Wealth Management, LLC | $3,753 | 166 | Hold |
| 17 | Capital Investment Advisory Services, LLC | $0 | 0 | Exited |
| 18 | AE Wealth Management LLC | $0 | 0 | Exited |
| 19 | PFG Investments, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30