Wisdomtree Trust Wisdomtree (AGZD)

CUSIP: 97717W380 | NYSE | 195 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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McAdam, LLC667,703

0.6% of portfolio$15.1M

Prime Capital Investment Advisors, LLC537,137

0.1% of portfolio$12.1M

WIN Advisors, Inc439,472

3.8% of portfolio$9.9M

Elevation Capital Advisory, LLC308,938

2.7% of portfolio$7.0M

AXS Investments LLC110,077

0.2% of portfolio$2.5M

Trilogy Capital Inc.104,426

0.1% of portfolio$2.4M

Sigma Planning Corp61,525

0.0% of portfolio$1.4M

WBI Investments, LLC54,186

0.3% of portfolio$1.2M

Kestra Advisory Services, LLC31,824

0.0% of portfolio$717.3K

Creative Financial Designs Inc29,843

0.0% of portfolio$672.7K

TD Private Client Wealth LLC22,495

0.0% of portfolio$507.0K

BIP Wealth, LLC19,105

0.0% of portfolio$430.6K

Syntegra Private Wealth Group, LLC17,462

0.0% of portfolio$393.6K

Fifth Third Bancorp15,839

0.0% of portfolio$357.0K

Gilpin Wealth Management, LLC15,235

0.2% of portfolio$343.4K

Cambridge Investment Research Advisors, Inc.14,354

0.0% of portfolio$324

Commonwealth Equity Services, LLC14,031

0.0% of portfolio$316.3K

Bucket List Wealth Management, LLC11,602

0.1% of portfolio$261.5K

Cherry Tree Wealth Management, LLC3,234

0.0% of portfolio$72.9K

Larson Financial Group LLC251

0.0% of portfolio$5.7K

Golden State Wealth Management, LLC166

0.0% of portfolio$3.7K

				Style	Turnover	Location	Filed
McAdam, LLC	667,703	$15.1M	0.6%	ETF	Low	Philadelphia, PA	2026-10-21
Prime Capital Investment Advisors, LLC	537,137	$12.1M	0.1%	ETF	Low	Overland Park, KS	2026-10-20
WIN Advisors, Inc	439,472	$9.9M	3.8%	ETF	Very High	Palm Beach Gardens, FL	2026-11-06
Elevation Capital Advisory, LLC	308,938	$7.0M	2.7%	ETF	Very High	Bend, OR	2026-10-29
AXS Investments LLC	110,077	$2.5M	0.2%	Growth	Medium	Port Chester, NY	2026-11-04
Trilogy Capital Inc.	104,426	$2.4M	0.1%	ETF	Medium	Irvine, CA	2026-10-20
Sigma Planning Corp	61,525	$1.4M	0.0%	Growth	Medium	Ann Arbor, MI	2026-10-23
WBI Investments, LLC	54,186	$1.2M	0.3%	Value	Very High	Red Bank, NJ	2026-11-05
Kestra Advisory Services, LLC	31,824	$717.3K	0.0%	Core	Low	Austin, TX	2026-11-02
Creative Financial Designs Inc	29,843	$672.7K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
TD Private Client Wealth LLC	22,495	$507.0K	0.0%	ETF	Low	New York, NY	2026-10-28
BIP Wealth, LLC	19,105	$430.6K	0.0%	ETF	Medium	Atlanta, GA	2026-10-22
Syntegra Private Wealth Group, LLC	17,462	$393.6K	0.0%	ETF	Low	Chesterfield, MO	2026-10-13
Fifth Third Bancorp	15,839	$357.0K	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
Gilpin Wealth Management, LLC	15,235	$343.4K	0.2%	Growth	Low	Denver, CO	2026-10-09
Cambridge Investment Research Advisors, Inc.	14,354	$324	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Commonwealth Equity Services, LLC	14,031	$316.3K	0.0%	ETF	Low	Waltham, MA	2026-11-02
Bucket List Wealth Management, LLC	11,602	$261.5K	0.1%	ETF	Medium	The Villages, FL	2026-10-22
Cherry Tree Wealth Management, LLC	3,234	$72.9K	0.0%	ETF	Very Low	Minnetonka, MN	2026-10-15
Larson Financial Group LLC	251	$5.7K	0.0%	Growth	Low	St Louis, MO	2026-11-05
Golden State Wealth Management, LLC	166	$3.7K	0.0%	ETF	Medium	Santa Ana, CA	2026-11-02