Back to AE Wealth Management LLC AE Wealth Management LLC

AGZDAGZD
20 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in WISDOMTREE TR

No. AE Wealth Management exited its AGZD position in Q2 2026. Its Q1 2026 13F listed 927 shares worth $20,901. AE Wealth Management already held AGZD in its Q1 2019 13F, the earliest on record, and held it in 15 quarterly 13F filings.

Final Value

$0

Final Shares

0

Total Value Change

-$692,000

Total Shares Change

-14,489

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Exited
0
-100.0%
$00.0%$22.29
0
2026-Q1
Decreased
927
-4.4%
$20,9010.0%$22.01
0
2025-Q4
Increased
970
+22.5%
$21,8100.0%$21.75
23
2025-Q3
Decreased
792
-1.6%
$17,8200.0%$21.52
0
2025-Q2
Unchanged
805
0.0%
$17,8950.0%$21.05
0
2025-Q1
Unchanged
805
0.0%
$17,9920.0%$20.94
0
2024-Q4
New
805
-
$18,0800.0%$20.84
26
2024-Q1
Exited
0
-100.0%
$00.0%$19.86
0
2023-Q4
New
119,405
-
$2.6M0.0%$19.54
36
2022-Q3
Exited
0
-100.0%
$00.0%$17.86
0
2022-Q2
Decreased
523,528
-1.9%
$23.9M0.2%$17.75
0
2022-Q1
New
533,967
-
$24.8M0.2%$18.00
47
2021-Q2
Exited
0
-100.0%
$00.0%$18.02
0
2021-Q1
New
4,413
-
$207,0000.0%$17.94
32
2020-Q2
Exited
0
-100.0%
$00.0%$17.67
0
2020-Q1
Decreased
7,346
-61.2%
$338,0000.0%$17.21
0
2019-Q4
Decreased
18,939
-5.1%
$910,0000.0%$17.84
0
2019-Q3
Increased
19,965
+8.1%
$954,0000.0%$17.62
27
2019-Q2
Increased
18,471
+27.5%
$880,0000.0%$17.44
31
2019-Q1
First report
14,489
-
$692,0000.0%$17.35
0

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used