AGZD

Wisdomtree Trust Wisdomtree

Latest period2024 - Q4Total superinvestors14

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 14 superinvestors own shares of Wisdomtree Trust Wisdomtree (AGZD), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Wisdomtree Trust Wisdomtree (AGZD), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Wisdomtree Trust Wisdomtree (AGZD) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Wisdomtree Trust Wisdomtree (AGZD) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
June Adams@Trilogy Capital Inc.
Recent Activity
Increased 5.12%
1.04%
$20.206M
899,650 shares@ 22.47 avg price
Edward O'Brien@Mcadam, Llc
Recent Activity
Increased 3.68%
0.25%
$4.568M
203,374 shares@ 22.47 avg price
Bill Reuther@Silver Oak Securities, Incorporated
Recent Activity
Decreased -1.29%
0.24%
$2.514M
111,690 shares@ 22.52 avg price
Mary Therese Walsh@Win Advisors, Inc
Recent Activity
Decreased -91.01%
0.45%
$926,956
41,271 shares@ 22.47 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
New Position
0.01%
$916,000
40,776 shares@ 22.47 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Decreased -75.12%
0.03%
$616,885
27,466 shares@ 22.46 avg price
Arnita Hallman@Cliftonlarsonallen Wealth Advisors, Llc
Recent Activity
0.01%
$408,503
18,188 shares@ 22.47 avg price
Thomas A. Burke@Syntegra Private Wealth Group, Llc
Recent Activity
0.05%
$392,197
17,462 shares@ 22.47 avg price
Aryn Sands@Pfg Investments, Llc
Recent Activity
Increased 13.45%
0.02%
$283,564
12,625 shares@ 22.47 avg price
Ron King@Capital Investment Advisory Services, Llc
Recent Activity
0.01%
$51,658
2,300 shares@ 22.46 avg price

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