Sam Advisors, LLC’s Wisdomtree Tr Position
Does Sam Advisors, LLC own Wisdomtree Tr (AGZD)? Not currently — the last reported position was 76.9K shares worth $4M in Q3 2022; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$4M
Q3 2022
Shares
76.9K
% of Portfolio
+1.71%
Quarters Held
1
position exited
Position History AGZD
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2022 | 76.9K | $4M | +1.71% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sam Advisors, LLC’s full portfolio or all institutional holders of AGZD.