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Wisdomtree Trust Wisdomtree (AGZD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
McAdam, LLC
INCREASED
Shares667,703 from 642,605
Change+25,098 (+4%)
Value$15.1M (+$520.7K)
Filed 2026-10-21
LPL Financial LLC
INCREASED
Shares620,559 from 453,313
Change+167,246 (+37%)
Value$14.0M (+$3.7M)
Filed 2026-11-06
Prime Capital Investment Advisors, LLC
NEW
Shares537,137
Change+537,137
Value$12.1M
Filed 2026-10-20
WIN Advisors, Inc
DECREASED
Shares439,472 from 441,101
Change-1,629 (0%)
Value$9.9M (-$67.6K)
Filed 2026-11-06
Elevation Capital Advisory, LLC
NEW
Shares308,938
Change+308,938
Value$7.0M
Filed 2026-10-29
AXS Investments LLC
INCREASED
Shares110,077 from 76,066
Change+34,011 (+45%)
Value$2.5M (+$761.3K)
Filed 2026-11-04
Trilogy Capital Inc.
DECREASED
Shares104,426 from 186,075
Change-81,649 (-44%)
Value$2.4M (-$1.9M)
Filed 2026-10-20
Silver OAK Securities, Incorporated
DECREASED
Shares68,340 from 80,596
Change-12,256 (-15%)
Value$1.5M (-$282.8K)
Filed 2026-11-09
Sigma Planning Corp
INCREASED
Shares61,525 from 48,172
Change+13,353 (+28%)
Value$1.4M (+$297.6K)
Filed 2026-10-23
HighTower Advisors, LLC
INCREASED
Shares58,971 from 9,211
Change+49,760 (+540%)
Value$1.3M (+$1.1M)
Filed 2026-11-10
Global Retirement Partners, LLC
INCREASED
Shares57,695 from 49,216
Change+8,479 (+17%)
Value$1.3M (+$187.7K)
Filed 2026-11-10
WBI Investments, LLC
INCREASED
Shares54,186 from 50,824
Change+3,362 (+7%)
Value$1.2M (+$72.2K)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares31,824 from 16,762
Change+15,062 (+90%)
Value$717.3K (+$338.3K)
Filed 2026-11-02
Creative Financial Designs Inc
INCREASED
Shares29,843 from 29,448
Change+395 (+1%)
Value$672.7K (+$6.8K)
Filed 2026-11-04
TD Private Client Wealth LLC
NEW
Shares22,495
Change+22,495
Value$507.0K
Filed 2026-10-28
BIP Wealth, LLC
NEW
Shares19,105
Change+19,105
Value$430.6K
Filed 2026-10-22
Syntegra Private Wealth Group, LLC
UNCHANGED
Shares17,462 from 17,462
Change0 (0%)
Value$393.6K (-$1.2K)
Filed 2026-10-13
Fifth Third Bancorp
NEW
Shares15,839
Change+15,839
Value$357.0K
Filed 2026-11-05
Gilpin Wealth Management, LLC
DECREASED
Shares15,235 from 15,660
Change-425 (-3%)
Value$343.4K (-$10.7K)
Filed 2026-10-09
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares14,354 from 11,835
Change+2,519 (+21%)
Value$324 (-$267.7K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares14,031 from 14,443
Change-412 (-3%)
Value$316.3K (-$10.3K)
Filed 2026-11-02
Bucket List Wealth Management, LLC
INCREASED
Shares11,602 from 11,582
Change+20 (+0%)
Value$261.5K (-$360)
Filed 2026-10-22
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares3,234 from 3,234
Change0 (0%)
Value$72.9K (-$226)
Filed 2026-10-15
IFG Advisory, LLC
UNCHANGED
Shares478 from 478
Change0 (0%)
Value$10.8K (-$34)
Filed 2026-11-09
Larson Financial Group LLC
INCREASED
Shares251 from 248
Change+3 (+1%)
Value$5.7K (+$44)
Filed 2026-11-05
Golden State Wealth Management, LLC
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$3.7K (-$11)
Filed 2026-11-02
FMR LLC
NEW
Shares20
Change+20
Value$451
Filed 2026-11-10
GreatBanc Trust Co
CLOSED
Shares0 from 32,300
Change-32,300 (-100%)
Value$0 (-$730.3K)
Filed 2026-11-04
Dogwood Wealth Management LLC
CLOSED
Shares0 from 826
Change-826 (-100%)
Value$0 (-$18.7K)
Filed 2026-11-09
Sykon Capital LLC
N/A
Shares— from 319,250
Change-319,250 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 314,357
Change-314,357 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 199,056
Change-199,056 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 106,908
Change-106,908 (-100%)
Value—
UBS Group AG
N/A
Shares— from 74,925
Change-74,925 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 68,542
Change-68,542 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 57,913
Change-57,913 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 56,803
Change-56,803 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 55,495
Change-55,495 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 41,591
Change-41,591 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 36,143
Change-36,143 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 36,054
Change-36,054 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 29,520
Change-29,520 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 19,574
Change-19,574 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 13,564
Change-13,564 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 10,423
Change-10,423 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,925
Change-6,925 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5,097
Change-5,097 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 1,160
Change-1,160 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 928
Change-928 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 435
Change-435 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2
Change-2 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
McAdam, LLC
INCREASED667,703642,605+25,098+4%$14.5M$15.1M+$520.7K2026-10-21
LPL Financial LLC
INCREASED620,559453,313+167,246+37%$10.2M$14.0M+$3.7M2026-11-06
Prime Capital Investment Advisors, LLC
NEW537,137—+537,137——$12.1M—2026-10-20
WIN Advisors, Inc
DECREASED439,472441,101-1,6290%$10.0M$9.9M-$67.6K2026-11-06
Elevation Capital Advisory, LLC
NEW308,938—+308,938——$7.0M—2026-10-29
AXS Investments LLC
INCREASED110,07776,066+34,011+45%$1.7M$2.5M+$761.3K2026-11-04
Trilogy Capital Inc.
DECREASED104,426186,075-81,649-44%$4.2M$2.4M-$1.9M2026-10-20
Silver OAK Securities, Incorporated
DECREASED68,34080,596-12,256-15%$1.8M$1.5M-$282.8K2026-11-09
Sigma Planning Corp
INCREASED61,52548,172+13,353+28%$1.1M$1.4M+$297.6K2026-10-23
HighTower Advisors, LLC
INCREASED58,9719,211+49,760+540%$208.3K$1.3M+$1.1M2026-11-10
Global Retirement Partners, LLC
INCREASED57,69549,216+8,479+17%$1.1M$1.3M+$187.7K2026-11-10
WBI Investments, LLC
INCREASED54,18650,824+3,362+7%$1.1M$1.2M+$72.2K2026-11-05
Kestra Advisory Services, LLC
INCREASED31,82416,762+15,062+90%$379.0K$717.3K+$338.3K2026-11-02
Creative Financial Designs Inc
INCREASED29,84329,448+395+1%$665.8K$672.7K+$6.8K2026-11-04
TD Private Client Wealth LLC
NEW22,495—+22,495——$507.0K—2026-10-28
BIP Wealth, LLC
NEW19,105—+19,105——$430.6K—2026-10-22
Syntegra Private Wealth Group, LLC
UNCHANGED17,46217,46200%$394.8K$393.6K-$1.2K2026-10-13
Fifth Third Bancorp
NEW15,839—+15,839——$357.0K—2026-11-05
Gilpin Wealth Management, LLC
DECREASED15,23515,660-425-3%$354.1K$343.4K-$10.7K2026-10-09
Cambridge Investment Research Advisors, Inc.
INCREASED14,35411,835+2,519+21%$268.0K$324-$267.7K2026-11-02
Commonwealth Equity Services, LLC
DECREASED14,03114,443-412-3%$326.6K$316.3K-$10.3K2026-11-02
Bucket List Wealth Management, LLC
INCREASED11,60211,582+20+0%$261.9K$261.5K-$3602026-10-22
Cherry Tree Wealth Management, LLC
UNCHANGED3,2343,23400%$73.1K$72.9K-$2262026-10-15
IFG Advisory, LLC
UNCHANGED47847800%$10.8K$10.8K-$342026-11-09
Larson Financial Group LLC
INCREASED251248+3+1%$5.6K$5.7K+$442026-11-05
Golden State Wealth Management, LLC
UNCHANGED16616600%$3.8K$3.7K-$112026-11-02
FMR LLC
NEW20—+20——$451—2026-11-10
GreatBanc Trust Co
CLOSED032,300-32,300-100%$730.3K$0-$730.3K2026-11-04
Dogwood Wealth Management LLC
CLOSED0826-826-100%$18.7K$0-$18.7K2026-11-09
Sykon Capital LLC
N/A—319,250-319,250-100%$7.2M———
Bank of America Corp
N/A—314,357-314,357-100%$7.1M———
Captrust Financial Advisors
N/A—199,056-199,056-100%$4.5M———
Modern Wealth Management, LLC
N/A—106,908-106,908-100%$2.4M———
UBS Group AG
N/A—74,925-74,925-100%$1.7M———
Royal Bank of Canada
N/A—68,542-68,542-100%$1.6M———
Ameritas Advisory Services, LLC
N/A—57,913-57,913-100%$1.3M———
Jane Street Group, LLC
N/A—56,803-56,803-100%$1.3M———
Stifel Financial Corp
N/A—55,495-55,495-100%$1.3M———
Envestnet Asset Management Inc
N/A—41,591-41,591-100%$940.4K———
Osaic Holdings, Inc.
N/A—36,143-36,143-100%$818.3K———
Citadel Advisors LLC
N/A—36,054-36,054-100%$815.2K———
Susquehanna International Group, LLP
N/A—29,520-29,520-100%$667.4K———
Equitable Holdings, Inc.
N/A—19,574-19,574-100%$442.6K———
Interactive Financial Advisors, Inc.
N/A—13,564-13,564-100%$306.1K———
Private Advisor Group, LLC
N/A—10,423-10,423-100%$235.7K———
Steward Partners Investment Advisory, LLC
N/A—6,925-6,925-100%$156.6K———
JPMorgan Chase & Co
N/A—5,097-5,097-100%$115.0K———
Front Row Advisors LLC
N/A—1,160-1,160-100%$26.2K———
National Bank of Canada
N/A—928-928-100%$21.0K———
Horizon Investments, LLC
N/A—435-435-100%$9.8K———
Wells Fargo & Company
N/A—2-2-100%$37———
Morgan Stanley
N/A—1-1-100%$23———
Showing 52 of 52 institutions