13FBOX
WISDOMTREE TR · 13F Institutional Holdings
Options Calculator Rankings
W

WISDOMTREE TR

AGZD
Institutions
46
Combined AUM (Q2 2026)
$82.8M
Combined Shares (Q2 2026)
3.7M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.3M
26 · 7 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-154,476
22 · 7 Exit · ≈
⚖️ Net
+1.2M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$82.8M
Institutions
46
New Buys
7
Adds
19
Reduces
15
Exits
7
Unchanged
5
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
McAdam, LLC
0.56%0.31%#3$14.5M642,605$6.8M300,604+342,001+113.77%Add
LPL Financial LLC
<0.01%<0.01%#23$10.2M453,313$9.2M406,059+47,254+11.64%Add
WIN ADVISORS, INC
3.56%#1$10.0M441,101$00+441,101New Buy
SYKON CAPITAL LLC
2.22%0.77%#2$7.2M319,250$2.3M102,080+217,170+212.74%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#30$7.1M314,357$5.6M248,479+65,878+26.51%Add
CAPTRUST FINANCIAL ADVISORS
0.01%0.01%#21$4.5M199,056$4.6M205,477-6,421-3.12%Reduce
Trilogy Capital Inc.
0.16%0.23%#10$4.2M186,075$5.3M234,103-48,028-20.52%Reduce
Modern Wealth Management, LLC
0.03%0.05%#15$2.4M106,908$2.9M126,933-20,025-15.78%Reduce
SILVER OAK SECURITIES, INCORPORATED
0.11%0.14%#12$1.8M80,596$1.9M85,158-4,562-5.36%Reduce
AXS Investments LLC
0.49%0.5%#4$1.7M76,066$1.6M70,322+5,744+8.17%Add
UBS Group AG
<0.01%<0.01%#35$1.7M74,925$1.6M72,499+2,426+3.35%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#33$1.6M68,542$1.5M67,443+1,099+1.63%Add
Ameritas Advisory Services, LLC
0.03%0.03%#17$1.3M57,913$665,28429,506+28,407+96.28%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#38$1.3M56,803$503,52922,332+34,471+154.36%Add
STIFEL FINANCIAL CORP
<0.01%<0.01%#26$1.3M55,495$1.3M57,207-1,712-2.99%Reduce
WBI INVESTMENTS, LLC
0.28%0.37%#6$1.1M50,824$1.3M55,815-4,991-8.94%Reduce
Global Retirement Partners, LLC
0.02%#18$1.1M49,216$00+49,216New Buy
Sigma Planning Corp
0.03%0.03%#16$1.1M48,172$1.1M47,730+442+0.93%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#34$940,37341,591$893,77639,640+1,951+4.92%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#27$818,27336,143$796,97835,297+846+2.40%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#40$815,18136,054$1.2M51,619-15,565-30.15%Reduce
GreatBanc Trust CO
0.45%0.45%#5$730,30332,300$638,09128,300+4,000+14.13%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#41$667,44729,520$00+29,520New Buy
CREATIVE FINANCIAL DESIGNS INC /ADV
0.03%0.03%#13$665,81929,448$564,22625,024+4,424+17.68%Add
MILLINGTON SECURITIES, LLC
0.18%#9$470,15820,852$00+20,852New Buy
Equitable Holdings, Inc.
<0.01%<0.01%#22$442,57119,574$611,27727,186-7,612-28.00%Reduce
Syntegra Private Wealth Group, LLC
0.03%0.04%#14$394,81617,462$393,72317,46200.00%Unchanged
Kestra Advisory Services, LLC
<0.01%<0.01%#24$378,98516,762$325,10114,419+2,343+16.25%Add
GILPIN WEALTH MANAGEMENT, LLC
0.24%0.29%#7$354,07315,660$371,13116,460-800-4.86%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#31$326,57014,443$350,13015,529-1,086-6.99%Reduce
INTERACTIVE FINANCIAL ADVISORS, INC.
0.19%0.19%#8$306,08113,564$292,40512,968+596+4.60%Add
Cambridge Investment Research Advisors, Inc.
<0.01%#29$267,58911,835$00+11,835New Buy
Bucket List Wealth Management, LLC
0.13%0.18%#11$261,86911,582$302,15813,401-1,819-13.57%Reduce
Private Advisor Group, LLC
<0.01%<0.01%#25$235,65710,423$268,42911,905-1,482-12.45%Reduce
HighTower Advisors, LLC
<0.01%<0.01%#36$208,2629,211$206,5559,161+50+0.55%Add
Steward Partners Investment Advisory, LLC
<0.01%#28$156,5746,925$00+6,925New Buy
JPMORGAN CHASE & CO
<0.01%<0.01%#43$115,0475,097$115,0765,127-30-0.59%Reduce
Front Row Advisors LLC
0.01%0.01%#19$26,1991,160$26,1551,16000.00%Unchanged
NATIONAL BANK OF CANADA /FI/
<0.01%<0.01%#42$20,964928$20,91792800.00%Unchanged
Dogwood Wealth Management LLC
0.01%0.01%#20$18,676826$18,62482600.00%Unchanged
Horizon Investments, LLC
<0.01%<0.01%#39$9,805435$19,558870-435-50.00%Reduce
Larson Financial Group LLC
<0.01%<0.01%#37$5,614248$5,544246+2+0.81%Add
Golden State Wealth Management, LLC
<0.01%<0.01%#32$3,753166$3,74316600.00%Unchanged
Integrated Wealth Concepts LLC
<0.01%#44$47321$00+21New Buy
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#45$372$321+1+100.00%Add
MORGAN STANLEY
<0.01%<0.01%#46$231$4,934219-218-99.54%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow