WISDOMTREE TR (AGZD) is held by 21 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is LPL Financial LLC as of Q2 2026.

Are institutions buying or selling AGZD?

In Q2 2026, 13 institutions opened or increased positions in WISDOMTREE TR while 9 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on AGZD?

HoldingsIntel scores WISDOMTREE TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 2 of the 4 carrying data for AGZD. In Q2 2026, the institutional leg showed net inflows: 13 buying versus 9 selling.

How many hedge funds hold AGZD?

21 institutional investors report holding WISDOMTREE TR (AGZD) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into AGZD?

As of Q2 2026, tracked institutions in WISDOMTREE TR show 13 buyers versus 9 sellers — net inflows.

WISDOMTREE TR

AGZD·97717W380·US·ETF·Unknown - Unknown-13D/G

Holders

(3 Elite)

$32.3M

Total Value

59% (22)

Consensus

13 buying - 9 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 21 funds

3 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists Aug 6, 2026 · Congress none

ActivistWAWIN ADVISORS, INC7.9%Aug 6, 2026

ActivistWAWIN ADVISORS, INC0.6%Aug 18, 2025

View all activist filings

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	453,313(+11.6%)	$10.2M	0.0%	+14.52%	31
BANK OF AMERICA CORP /DE/	Increased	314,357(+26.5%)	$7.1M	0.0%	+4.51%	34
CAPTRUST FINANCIAL ADVISORS	Decreased	199,056(-3.1%)	$4.5M	0.0%	+16.36%	0
UBS Group AG	Increased	74,925(+3.4%)	$1.7M	0.0%	+8.89%	27
ROYAL BANK OF CANADA	Increased	68,542(+1.6%)	$1.6M	0.0%	+6.24%	26
JANE STREET GROUP, LLC	Increased	56,803(+154.4%)	$1.3M	0.0%	+0.53%	41
STIFEL FINANCIAL CORP	Decreased	55,495(-3.0%)	$1.3M	0.0%	+11.24%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	41,591(+4.9%)	$940,373	0.0%	+2.80%	26
OSAIC HOLDINGS, INC.	Increased	36,143(+2.4%)	$818,273	0.0%	+19.13%	25
CITADEL ADVISORS LLC	Decreased	36,054(-30.1%)	$815,181	0.0%	+2.07%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	29,520	$667,447	0.0%	+0.40%	34
Equitable Holdings, Inc.	Decreased	19,574(-28.0%)	$442,571	0.0%	—	0
Kestra Advisory Services, LLC	Increased	16,762(+16.3%)	$378,985	0.0%	+1.71%	27
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	14,443(-7.0%)	$326,570	0.0%	+14.72%	0
Private Advisor Group, LLC	Decreased	10,423(-12.4%)	$235,657	0.0%	+19.15%	0
HighTower Advisors, LLC	Increased	9,211(+0.6%)	$208,262	0.0%	+18.85%	23
Steward Partners Investment Advisory, LLC	New	6,925	$156,574	0.0%	+0.40%	31
JPMORGAN CHASE & CO	Decreased	5,097(-0.6%)	$115,047	0.0%	+3.60%	0
NATIONAL BANK OF CANADA /FI/	Unchanged	928	$20,964	0.0%	+16.75%	0
IWIntegrated Wealth Concepts LLC	New	21	$473	0.0%	+0.40%	17

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

WISDOMTREE TR

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