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AGZDAGZD
22 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in WISDOMTREE TR

Yes. Envestnet holds 41,591 shares of AGZD, worth $940,373, as of its Q2 2026 13F filing. It increased the position by 1,951 shares (+4.9%) from Q1 2026. Envestnet has held AGZD since Q1 2023, across 14 quarterly 13F filings.

Current Value

$940,373

Current Shares

41,591

Total Value Change

+$447,373

Total Shares Change

+31,111

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
41,591
+4.9%
$940,3730.0%$22.29
26
2026-Q1
Decreased
39,640
-85.6%
$893,7760.0%$22.01
0
2025-Q4
Increased
275,631
+1071.1%
$6.2M0.0%$21.75
44
2025-Q3
Decreased
23,536
-7.7%
$529,5540.0%$21.52
0
2025-Q2
Decreased
25,508
-22.2%
$567,0530.0%$21.05
0
2025-Q1
Decreased
32,780
-87.5%
$732,6320.0%$20.94
0
2024-Q4
Increased
262,429
+1224.5%
$5.9M0.0%$20.84
44
2024-Q3
Decreased
19,814
-28.6%
$444,2400.0%$20.55
0
2024-Q2
Increased
27,733
+92.1%
$618,4380.0%$20.25
39
2024-Q1
Decreased
14,434
-91.2%
$318,7080.0%$19.86
0
2023-Q4
Decreased
163,908
-29.5%
$3.6M0.0%$19.54
0
2023-Q3
Increased
232,458
+2836.9%
$5.2M0.0%$19.08
44
2023-Q2
Increased
7,915
+17.7%
$350,1600.0%$18.87
28
2023-Q1
New
6,725
-
$292,7480.0%$18.41
32
2022-Q4
Exited
0
-100.0%
$00.0%$18.24
0
2022-Q3
Decreased
12,242
-1.9%
$558,0000.0%$17.86
0
2022-Q2
Decreased
12,481
-58.9%
$569,0000.0%$17.75
0
2022-Q1
Increased
30,331
+316.2%
$1.4M0.0%$18.00
41
2021-Q4
Increased
7,288
+0.9%
$340,0000.0%$18.02
24
2021-Q3
Increased
7,223
+11.4%
$339,0000.0%$18.02
26
2021-Q2
Decreased
6,484
-38.1%
$305,0000.0%$18.02
0
2021-Q1
New
10,480
-
$493,0000.0%$17.94
33

Other major holders of AGZD: BANK OF AMERICA CORP /DE/, LPL Financial LLC, AE Wealth Management LLC

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