Vault-13

WISDOMTREE TR AGZD

INTRST RATE HDGE · ETP · CUSIP 97717W380

46 institutional holders +0 vs Q1 2026
3,654,9113.7m shares reported held*
$82.6mreported value*
6 new 18 added 15 reduced 6 sold out net bought ≈ $24.3m (+1.1m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $22.61.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 61Q4 22: 56Q1 23: 62Q2 23: 58Q3 23: 56Q4 23: 69Q1 24: 57Q2 24: 58Q3 24: 55Q4 24: 60Q1 25: 57Q2 25: 50Q3 25: 47Q4 25: 48Q1 26: 46Q2 26: 4646Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202261
Q4 202256
Q1 202362
Q2 202358
Q3 202356
Q4 202369
Q1 202457
Q2 202458
Q3 202455
Q4 202460
Q1 202557
Q2 202550
Q3 202547
Q4 202548
Q1 202646
Q2 202646

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 21 bought or addedQ3 24: 31 cut or sold outQ4 24: 25 bought or addedQ4 24: 30 cut or sold outQ4 24Q1 25: 25 bought or addedQ1 25: 29 cut or sold outQ2 25: 17 bought or addedQ2 25: 32 cut or sold outQ2 25Q3 25: 15 bought or addedQ3 25: 28 cut or sold outQ4 25: 21 bought or addedQ4 25: 22 cut or sold outQ4 25Q1 26: 15 bought or addedQ1 26: 25 cut or sold outQ2 26: 24 bought or addedQ2 26: 21 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242131
Q4 20242530
Q1 20252529
Q2 20251732
Q3 20251528
Q4 20252122
Q1 20261525
Q2 20262421

Biggest buyers

WIN ADVISORS, INC New +441,101+441.1k
McAdam, LLC Added +342,001+342.0k
SYKON CAPITAL LLC Added +217,170+217.2k
BANK OF AMERICA CORP /DE/ Added +65,878+65.9k
LPL Financial LLC Added +47,254+47.3k
JANE STREET GROUP, LLC Added +34,471+34.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +29,520+29.5k
Ameritas Advisory Services, LLC Added +28,407+28.4k
Cambridge Investment Research Advisors, Inc. New +23,670+23.7k
Steward Partners Investment Advisory, LLC New +6,925+6.9k

Biggest sellers

Trilogy Capital Inc. Reduced -48,028-48.0k
AXS Investments LLC Reduced -31,159-31.2k
Modern Wealth Management, LLC Reduced -20,025-20.0k
PFG Investments, LLC Sold out -19,815-19.8k
CITADEL ADVISORS LLC Reduced -15,565-15.6k
FLOW TRADERS U.S. LLC Sold out -11,389-11.4k
Equitable Holdings, Inc. Reduced -7,612-7.6k
CAPTRUST FINANCIAL ADVISORS Reduced -6,421-6.4k
WBI INVESTMENTS, LLC Reduced -4,991-5.0k
SILVER OAK SECURITIES, INCORPORATED Reduced -4,562-4.6k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
WIN ADVISORS, INC 13G · institution +7.3 pts · filed 2026-08-06 7.9% +7.3 pts 405.1k≈ $9.2m 2026-08-06

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 McAdam, LLC 0.56% of their portfolio Philadelphia, PA 642,605642.6k $14.5m $14.5m 0.56% Added +342.0k +342,001
2 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 453,313453.3k $10.2m $10.2m 0.00% Added +47.3k +47,254
3 WIN ADVISORS, INC 3.56% of their portfolio PALM BEACH GARDENS, FL 441,101441.1k $10.0m $10.0m 3.56% New
4 SYKON CAPITAL LLC 2.22% of their portfolio HARRISON, NY 319,250319.2k $7.2m $7.2m 2.22% Added +217.2k +217,170
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 314,357314.4k $7.1m $7.1m 0.00% Added +65.9k +65,878
6 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 199,056199.1k $4.5m $4.5m 0.01% Reduced -6.4k -6,421
7 Trilogy Capital Inc. 0.16% of their portfolio IRVINE, CA 186,075186.1k $4.2m $4.2m 0.16% Reduced -48.0k -48,028
8 Modern Wealth Management, LLC 0.03% of their portfolio KANSAS CITY, MO 106,908106.9k $2.4m $2.4m 0.03% Reduced -20.0k -20,025
9 SILVER OAK SECURITIES, INCORPORATED 0.11% of their portfolio JACKSON, TN 80,59680.6k $1.8m $1.8m 0.11% Reduced -4.6k -4,562
10 AXS Investments LLC 0.49% of their portfolio PORT CHESTER, NY 76,06676.1k $1.7m $1.7m 0.49% Reduced -31.2k -31,159
11 UBS Group AG 0.00% of their portfolio ZURICH, V8 74,92574.9k $1.7m $1.7m 0.00% Added +2.4k +2,426
12 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 68,54268.5k $1.6m $1.6m 0.00% Added +1.1k +1,099
13 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 57,91357.9k $1.3m $1.3m 0.03% Added +28.4k +28,407
14 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 56,80356.8k $1.3m $1.3m 0.00% Added +34.5k +34,471
15 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 55,49555.5k $1.3m $1.3m 0.00% Reduced -1.7k -1,712
16 WBI INVESTMENTS, LLC 0.28% of their portfolio RED BANK, NJ 50,82450.8k $1.1m $1.1m 0.28% Reduced -5.0k -4,991
17 Global Retirement Partners, LLC 0.02% of their portfolio San Rafael, CA 49,21649.2k $1.1m $1.1m 0.02% First filing
18 Sigma Planning Corp 0.03% of their portfolio ANN ARBOR, MI 48,17248.2k $1.1m $1.1m 0.03% Added +442 +442
19 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 41,59141.6k $940.4k $940.4k 0.00% Added +2.0k +1,951
20 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 36,14336.1k $818.3k $818.3k 0.00% Added +846 +846
21 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 36,05436.1k $815.2k $815.2k 0.00% Reduced -15.6k -15,565
22 GreatBanc Trust CO 0.45% of their portfolio LISLE, IL 32,30032.3k $730.3k $730.3k 0.45% Added +4.0k +4,000
23 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 29,52029.5k $667.4k $667.4k 0.00% New
24 CREATIVE FINANCIAL DESIGNS INC /ADV 0.03% of their portfolio KOKOMO, IN 29,44829.4k $665.8k $665.8k 0.03% Added +4.4k +4,424
25 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 23,67023.7k $536.0k $536.0k 0.00% New
26 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 19,57419.6k $442.6k $442.6k 0.00% Reduced -7.6k -7,612
27 Syntegra Private Wealth Group, LLC 0.03% of their portfolio Chesterfield, MO 17,46217.5k $394.8k $394.8k 0.03% Unchanged
28 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 16,76216.8k $379.0k $379.0k 0.00% Added +2.3k +2,343
29 GILPIN WEALTH MANAGEMENT, LLC 0.24% of their portfolio DENVER, CO 15,66015.7k $354.1k $354.1k 0.24% Reduced -800 -800
30 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 14,44314.4k $326.6k $326.6k 0.00% Reduced -1.1k -1,086
31 INTERACTIVE FINANCIAL ADVISORS, INC. 0.19% of their portfolio New Lenox, IL 13,56413.6k $306.1k $306.1k 0.19% Added +596 +596
32 Bucket List Wealth Management, LLC 0.13% of their portfolio The Villages, FL 11,58211.6k $261.9k $261.9k 0.13% Reduced -1.8k -1,819
33 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 10,42310.4k $235.7k $235.7k 0.00% Reduced -1.5k -1,482
34 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 9,2119.2k $208.3k $208.3k 0.00% Added +50 +50
35 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 6,9256.9k $156.6k $156.6k 0.00% New
36 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 5,0975.1k $115.0k $115.0k 0.00% Reduced -30 -30
37 Front Row Advisors LLC 0.01% of their portfolio TIBURON, CA 1,1601.2k $26.2k $26.2k 0.01% Unchanged
38 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 928928 $21.0k $21.0k 0.00% Unchanged
39 Dogwood Wealth Management LLC 0.01% of their portfolio LENEXA, KS 826826 $18.7k $18.7k 0.01% Unchanged
40 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 478478 $10.8k $10.8k 0.00% New
41 Horizon Investments, LLC 0.00% of their portfolio Charlotte, NC 435435 $9.8k $9.8k 0.00% Reduced -435 -435
42 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 248248 $5.6k $5.6k 0.00% Added +2 +2
43 Golden State Wealth Management, LLC 0.00% of their portfolio SANTA ANA, CA 166166 $3.8k $3.8k 0.00% Unchanged
44 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 2121 $473 $473 0.00% New
45 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 22 $37 $37 0.00% Added +1 +1
46 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 11 $23 $23 0.00% Unchanged