WISDOMTREE TR (AGZD) is held by 22 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is LPL Financial LLC as of Q1 2026.

Are institutions buying or selling AGZD?

In Q1 2026, 8 institutions opened or increased positions in WISDOMTREE TR while 12 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on AGZD?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for WISDOMTREE TR.

How many hedge funds hold AGZD?

22 institutional investors report holding WISDOMTREE TR (AGZD) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into AGZD?

As of Q1 2026, tracked institutions in WISDOMTREE TR show 8 buyers versus 12 sellers — net outflows.

WISDOMTREE TR

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

Holders

(5 Elite)

$29.2M

Total Value

40% (20)

Consensus

8 buying - 12 selling

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

Smart Money Verdict

View all

Held by 22 funds

5 elite

Who's Trading

ActivistWAWIN ADVISORS, INC0.6%Aug 18, 2025

View all activist filings

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	406,059(+3.7%)	$9.2M	0.0%	+14.59%	29
BANK OF AMERICA CORP /DE/	Increased	248,479(+26.5%)	$5.6M	0.0%	+4.09%	33
CAPTRUST FINANCIAL ADVISORS	Increased	205,477(+5.7%)	$4.6M	0.0%	+14.59%	28
UBS Group AG	Increased	72,499(+72.9%)	$1.6M	0.0%	+7.89%	38
ROYAL BANK OF CANADA	Decreased	67,443(-0.9%)	$1.5M	0.0%	+4.44%	0
STIFEL FINANCIAL CORP	Decreased	57,207(-11.5%)	$1.3M	0.0%	+9.37%	0
CITADEL ADVISORS LLC	Increased	51,619(+369.1%)	$1.2M	0.0%	+1.16%	41
ENVESTNET ASSET MANAGEMENT INC	Decreased	39,640(-85.6%)	$893,776	0.0%	+1.15%	0
OSAIC HOLDINGS, INC.	Decreased	35,297(-4.2%)	$796,978	0.0%	+17.68%	0
Equitable Holdings, Inc.	Decreased	27,186(-4.7%)	$611,277	0.0%	+3.90%	0
JANE STREET GROUP, LLC	New	22,332	$503,529	0.0%	+0.58%	33
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	15,529(-55.1%)	$350,130	0.0%	+12.89%	0
Kestra Advisory Services, LLC	Increased	14,419(+79.0%)	$325,101	0.0%	+0.68%	36
Private Advisor Group, LLC	Decreased	11,905(-18.5%)	$268,429	0.0%	+17.20%	0
HighTower Advisors, LLC	Decreased	9,161(-7.1%)	$206,555	0.0%	+17.06%	0
JPMORGAN CHASE & CO	Decreased	5,127(-17.1%)	$115,076	0.0%	+1.66%	0
Rockefeller Capital Management L.P.	New	2,024	$45,636	0.0%	+0.58%	28
NATIONAL BANK OF CANADA /FI/	Unchanged	928	$20,917	0.0%	+14.89%	0
AE Wealth Management LLC	Decreased	927(-4.4%)	$20,901	0.0%	+4.25%	0
WELLS FARGO & COMPANY/MN	Unchanged	1	$32	0.0%	+4.69%	0