WISDOMTREE TR

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

INTRST RATE HDGE

AGZD (WISDOMTREE TR) is held by 22 institutional investors as of Q1 2026. Largest holders: LPL Financial LLC ($9.2M), BANK OF AMERICA CORP /DE/ ($5.6M), CAPTRUST FINANCIAL ADVISORS ($4.6M). Net institutional sentiment: Mixed.

22

Holders

Avg rating(6 Elite)

$29.2M

Total Value

40% (23)

Fund Consensus

8 buying - 12 selling

Smart Money Verdict

View all

45Weak MomentumConfirmed

Institutional (13F)43

Insider (Form 4)

No data

Activist (13D/13G)50

Congressional (STOCK Act)

No data

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See how AGZD's score breaks down across 4 SEC sources

Holder Quality

6

★★★★★

Elite

10

★★★★

Strong

6

★★★

Solid

1

★★

Below

0

★

Weak

Held by 22 funds

6 elite

Who's Trading

ActivistWAWIN ADVISORS, INC0.6%Aug 18, 2025

View all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (22)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	406,059(+3.7%)	$9.2M	0.0%	+14.33%	29
BANK OF AMERICA CORP /DE/	Increased	248,479(+26.5%)	$5.6M	0.0%	+3.86%	33
CAPTRUST FINANCIAL ADVISORS	Increased	205,477(+5.7%)	$4.6M	0.0%	+14.34%	28
UBS Group AG	Increased	72,499(+72.9%)	$1.6M	0.0%	+7.65%	38
ROYAL BANK OF CANADA	Decreased	67,443(-0.9%)	$1.5M	0.0%	+4.21%	0
STIFEL FINANCIAL CORP	Decreased	57,207(-11.5%)	$1.3M	0.0%	+9.12%	0
CITADEL ADVISORS LLC	Increased	51,619(+369.1%)	$1.2M	0.0%	+0.94%	41
ENVESTNET ASSET MANAGEMENT INC	Decreased	39,640(-85.6%)	$893,776	0.0%	+0.93%	0
OSAIC HOLDINGS, INC.	Decreased	35,297(-4.2%)	$796,978	0.0%	+17.42%	0
Equitable Holdings, Inc.	Decreased	27,186(-4.7%)	$611,277	0.0%	+3.67%	0
JANE STREET GROUP, LLC	New	22,332	$503,529	0.0%	+0.36%	33
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	15,529(-55.1%)	$350,130	0.0%	+12.64%	0
Kestra Advisory Services, LLC	Increased	14,419(+79.0%)	$325,101	0.0%	+0.46%	36
Private Advisor Group, LLC	Decreased	11,905(-18.5%)	$268,429	0.0%	+16.94%	0
HighTower Advisors, LLC	Decreased	9,161(-7.1%)	$206,555	0.0%	+16.80%	0
JPMORGAN CHASE & CO	Decreased	5,127(-17.1%)	$115,076	0.0%	+1.44%	0
Rockefeller Capital Management L.P.	New	2,024	$45,636	0.0%	+0.36%	28
NATIONAL BANK OF CANADA /FI/	Unchanged	928	$20,917	0.0%	+14.63%	0
AE Wealth Management LLC	Decreased	927(-4.4%)	$20,901	0.0%	+4.01%	0
WELLS FARGO & COMPANY/MN	Unchanged	1	$32	0.0%	+4.46%	0

Showing 1-20 of 23

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer