Who Owns WISDOMTREE (AGZD)? -- Institutional Holders (2026-06-30)

52 institutions reported holding $82.4M of WISDOMTREE (AGZD) in SEC 13F filings for 2026-06-30. Largest institutional holders: McAdam, LLC ($14.5M), LPL Financial LLC ($10.2M), WIN ADVISORS, INC ($10.0M), SYKON CAPITAL LLC ($7.2M), BANK OF AMERICA CORP /DE/ ($7.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1McAdam, LLC$14.5M642,605Added
2LPL Financial LLC$10.2M453,313Added
3WIN ADVISORS, INC$10.0M441,101New
4SYKON CAPITAL LLC$7.2M319,250Added
5BANK OF AMERICA CORP /DE/$7.1M314,357Added
6CAPTRUST FINANCIAL ADVISORS$4.5M199,056Trimmed
7Trilogy Capital Inc.$4.2M186,075Trimmed
8Modern Wealth Management, LLC$2.4M106,908Trimmed
9SILVER OAK SECURITIES, INCORPORATED$1.8M80,596Trimmed
10AXS Investments LLC$1.7M76,066Trimmed
11UBS Group AG$1.7M74,925Added
12Royal Bank of Canada$1.6M68,542Added
13Ameritas Advisory Services, LLC$1.3M57,913Added
14JANE STREET GROUP, LLC$1.3M56,803Added
15STIFEL FINANCIAL CORP$1.3M55,495Trimmed
16WBI INVESTMENTS, LLC$1.1M50,824Trimmed
17Global Retirement Partners, LLC$1.1M49,216Added
18Sigma Planning Corp$1.1M48,172Added
19ENVESTNET ASSET MANAGEMENT INC$940,37341,591Added
20OSAIC HOLDINGS, INC.$818,27336,143Added
21CITADEL ADVISORS LLC$815,18136,054Trimmed
22GreatBanc Trust CO$730,30332,300Added
23SUSQUEHANNA INTERNATIONAL GROUP, LLP$667,44729,520New
24CREATIVE FINANCIAL DESIGNS INC /ADV$665,81929,448Added
25Equitable Holdings, Inc.$442,57119,574Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30