13F Insight
DOSSIER · 13F Holders · Q3 2026
AGZD

WISDOMTREE TR

50 institutions still hold WISDOMTREE TR as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717W380·50 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$86M
visible holders
Holders
50
filers reporting
Concentration
17.46%
McAdam, LLC #1
top holder share
AI Holders Summary · Q3 2026

50 institutions reported AGZD in Q3 2026. McAdam, LLC leads at 17.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
McAdam, LLC
CIK 0001695490
$15M668K0.57%Q3 202602
Prime Capital Investment Advisors, LLC
CIK 0001731446
$12M537K0.12%Q3 202603
LPL Financial LLC
CIK 0001403438
$10M453K0.00%Q2 202604
WIN ADVISORS, INC
CIK 0001897144
$10M441K3.56%Q2 202605
SYKON CAPITAL LLC
CIK 0001988408
$7M319K2.22%Q2 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$7M314K0.00%Q2 202607
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$5M199K0.01%Q2 202608
Modern Wealth Management, LLC
CIK 0002001900
$3M127K0.05%Q1 202609
Trilogy Capital Inc.
CIK 0001722512
$2M104K0.09%Q3 202610
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$2M81K0.11%Q2 202611
AXS Investments LLC
CIK 0001801467
$2M76K0.49%Q2 202612
UBS Group AG
CIK 0001610520
$2M75K0.00%Q2 202613
ROYAL BANK OF CANADA
CIK 0001000275
$2M69K0.00%Q2 202614
Sigma Planning Corp
CIK 0001449126
$1M62K0.04%Q3 202615
Ameritas Advisory Services, LLC
CIK 0001901275
$1M58K0.03%Q2 202616
STIFEL FINANCIAL CORP
CIK 0000720672
$1M55K0.00%Q2 202617
WBI INVESTMENTS, LLC
CIK 0001397424
$1M51K0.28%Q2 202618
Global Retirement Partners, LLC
CIK 0001749744
$1M49K0.02%Q2 202619
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$940K42K0.00%Q2 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$818K36K0.00%Q2 2026
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