AGZD WISDOMTREE TR

Ownership history in Mariner, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Mariner, LLC reported a position in WISDOMTREE TR (AGZD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2023 Q1)
Avg. % of fund
0.0%
First filed
2022 Q3
Last filed
2025 Q3
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 70,059 +3,575 +5.4% 0.00% $1.6M $22.13
2025 Q2 ADDED 66,484 +1,432 +2.2% 0.00% $1.5M $21.64
2025 Q1 ADDED 65,052 +604 +0.9% 0.00% $1.5M $21.53
2024 Q4 ADDED 64,448 +1,720 +2.7% 0.00% $1.4M $21.42
2024 Q3 ADDED 62,728 +1,351 +2.2% 0.00% $1.4M $21.13
2024 Q2 ADDED 61,377 +1,134 +1.9% 0.00% $1.4M $20.82
2024 Q1 ADDED 60,243 +1,052 +1.8% 0.00% $1.3M $20.42
2023 Q4 REDUCED 59,191 -35,928 -37.8% 0.00% $1.3M $20.09
2023 Q3 ADDED 95,119 +49,552 +108.7% 0.01% $2.1M $19.61
2023 Q2 ADDED 45,567 +320 +0.7% 0.01% $2.0M $19.40
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% of Fund (quarterly)    AGZD price (monthly, adj. close)
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