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AGZDAGZD
Showing 8 of 26 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in WISDOMTREE TR

Yes. Osaic holds 36,143 shares of AGZD, worth $818,273, as of its Q2 2026 13F filing. It increased the position by 846 shares (+2.4%) from Q1 2026. Osaic has held AGZD in every 13F on record since Q1 2020, 26 quarterly filings.

Current Value

$818,273

Current Shares

36,143

Total Value Change

-$369,296

Total Shares Change

-16,774

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
36,143
+2.4%
$818,2730.0%$22.29
25
2026-Q1
Decreased
35,297
-4.2%
$796,9780.0%$22.01
0
2025-Q4
Decreased
36,851
-20.7%
$829,8530.0%$21.75
0
2025-Q3
Decreased
46,482
-14.1%
$1M0.0%$21.52
0
2025-Q2
Decreased
54,118
-0.1%
$1.2M0.0%$21.05
0
2025-Q1
Increased
54,152
+5.4%
$1.2M0.0%$20.94
27
2024-Q4
Decreased
51,358
-3.0%
$1.2M0.0%$20.84
0
2024-Q3
Decreased
52,917
-12.9%
$1.2M0.0%$20.55
0

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

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