WIN ADVISORS, INC AGZD — WISDOMTREE TR

Ownership history in WIN ADVISORS, INC  ·  11 quarters on record

AI Ownership Summary

WIN ADVISORS, INC reported WISDOMTREE TR (AGZD) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 5.04% in 2024 Q1. The latest visible filing shows AGZD at 3.56% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AGZD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WIN ADVISORS, INC's position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AGZD was reported at 3.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.04% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AGZD stock page WIN ADVISORS, INC fund profile WIN ADVISORS, INC full holdings
How WIN ADVISORS, INC held AGZD — position size vs. price
% of Fund (quarterly)    AGZD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 441,101 +402,565 +1044.6% 3.56% $10.0M 2026-08-04 $22.59
2025 Q3 ADDED — — — 38,536 +2,106 +5.8% 0.42% $867K 2025-11-04 $21.87
2025 Q2 REDUCED 90.5% +2.1% ❌ 36,430 -346,072 -90.5% 0.39% $810K 2025-08-14 $21.49
2025 Q1 ADDED — — — 382,502 +341,231 +826.8% 4.39% $8.5M 2025-04-23 $21.05
2024 Q4 REDUCED 91.0% +0.5% ❌ 41,271 -417,878 -91.0% 0.45% $927K 2025-01-27 $21.10
2024 Q3 REDUCED 5.4% +1.6% ❌ 459,149 -26,091 -5.4% 4.83% $10.3M 2024-10-31 $20.74
2024 Q2 REDUCED 6.4% +1.5% ❌ 485,240 -33,154 -6.4% 4.83% $10.8M 2024-08-02 $20.39
2024 Q1 ADDED — — — 518,394 +443,482 +592.0% 5.04% $11.4M 2024-04-24 $20.19
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AGZD

As of 2026 Q2 — sorted by position size

McAdam, LLC 3Y 7Y 0.56% GreatBanc Trust CO 3Y 7Y 0.45% MILLINGTON SECURITIES, LLC 0.35% GILPIN WEALTH MANAGEMENT, LLC 0.24% INTERACTIVE FINANCIAL ADVISORS, INC. 3Y 7Y 0.19% Trilogy Capital Inc. 3Y 7Y 0.16% Bucket List Wealth Management, LLC 0.13% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.03% Syntegra Private Wealth Group, LLC 3Y 0.03% Global Retirement Partners, LLC 3Y 7Y 0.02%

FAQ About WIN ADVISORS, INC and AGZD

These are the practical questions this page is built to answer before you even open the full history table.

How long has WIN ADVISORS, INC reported owning AGZD?

WIN ADVISORS, INC reported AGZD across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported AGZD position in WIN ADVISORS, INC's portfolio?

The largest reported portfolio weight for AGZD was 5.04% in 2024 Q1.

What is the latest reported AGZD position on this page?

The most recent filing on this page is 2026 Q2, when WIN ADVISORS, INC reported 441,101 shares, equal to 3.56% of portfolio, with an estimated market value of $10.0M.

What does the chart on this AGZD ownership page compare?

The chart compares WIN ADVISORS, INC's quarterly AGZD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WIN ADVISORS, INC time their AGZD position?

Based on 13F filing dates vs. subsequent AGZD price moves, WIN ADVISORS, INC correctly timed 6 out of 10 reported position changes (60%). The annualised alpha on AGZD relative to SPY over the holding period was -13.3%.

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