WISDOMTREE TRUST WISDOMTREE (AGZD) Institutional Ownership Changes & 13F Activity
WISDOMTREE TRUST WISDOMTREE (AGZD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Win Advisors, Inc, Mcadam, Llc, Sykon Capital Llc, Bank Of America Corp, and Lpl Financial Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Sell | -15,565 | -30.2% | 36,054 | $815.18K | Q2 2026 | Sep 02, 2026 |
| Equitable Holdings, Inc. | Sell | -7,612 | -28.0% | 19,574 | $442.57K | Q2 2026 | Aug 17, 2026 |
| Bank Of America Corp | Buy | +65,878 | +26.5% | 314,357 | $7.11M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +34,471 | +154.4% | 56,803 | $1.28M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +29,520 | — | 29,520 | $667.45K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +28,407 | +96.3% | 57,913 | $1.31M | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Sell | -20,025 | -15.8% | 106,908 | $2.42M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +1,099 | +1.6% | 68,542 | $1.55M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +846 | +2.4% | 36,143 | $818.27K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +478 | — | 478 | $10.81K | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Buy | +2 | +0.8% | 248 | $5.61K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +1 | +100.0% | 2 | $37.00 | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +6,925 | — | 6,925 | $156.57K | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Sell | -6,421 | -3.1% | 199,056 | $4.50M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +2,426 | +3.3% | 74,925 | $1.69M | Q2 2026 | Aug 13, 2026 |
| Horizon Investments, Llc | Sell | -435 | -50.0% | 435 | $9.80K | Q2 2026 | Aug 13, 2026 |
| Sykon Capital Llc | Buy | +217,170 | +212.7% | 319,250 | $7.22M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +5,097 | — | 5,097 | $115.05K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Sell | -1,712 | -3.0% | 55,495 | $1.25M | Q2 2026 | Aug 12, 2026 |
| Wbi Investments, Llc | Sell | -4,991 | -8.9% | 50,824 | $1.15M | Q2 2026 | Aug 11, 2026 |
| Axs Investments Llc | Sell | -31,159 | -29.1% | 76,066 | $1.72M | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +47,254 | +11.6% | 453,313 | $10.25M | Q2 2026 | Aug 07, 2026 |
| Silver Oak Securities, Incorporated | Sell | -4,562 | -5.4% | 80,596 | $1.82M | Q2 2026 | Aug 07, 2026 |
| Sigma Planning Corp | Buy | +442 | +0.9% | 48,172 | $1.09M | Q2 2026 | Aug 07, 2026 |
| Win Advisors, Inc | Buy | +441,101 | — | 441,101 | $9.97M | Q2 2026 | Aug 04, 2026 |
| Mcadam, Llc | Buy | +342,001 | +113.8% | 642,605 | $14.53M | Q2 2026 | Aug 04, 2026 |
| Envestnet Asset Management Inc | Buy | +1,951 | +4.9% | 41,591 | $940.37K | Q2 2026 | Aug 03, 2026 |
| Interactive Financial Advisors, Inc. | Buy | +596 | +4.6% | 13,564 | $306.08K | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +11,835 | — | 11,835 | $268.00 | Q2 2026 | Jul 30, 2026 |
| Greatbanc Trust Co | Buy | +4,000 | +14.1% | 32,300 | $730.30K | Q2 2026 | Jul 30, 2026 |
Frequently asked questions about AGZD activity
Which institutional owners are buying AGZD?
Institutional owners buying AGZD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in AGZD activity?
"Buy" means an investor increased their reported position in AGZD compared to the prior reporting period. This reflects growing exposure to WISDOMTREE TRUST WISDOMTREE (AGZD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in AGZD increasing?
Institutional interest in AGZD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.